SWMG
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Strategic Wealth Management Group’s WesBanco WSBC Stock Holding History

Strategic Wealth Management Group’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,253
Closed -$298K – 136
2021
Q1 		$298K Hold
8,253
– – 0.11% 103
2020
Q4 		$247K Sell
8,253
-2,000
-20% -$54K 0.11% 108
2020
Q3 		$219K Hold
10,253
– – 0.11% 105
2020
Q2 		$208K Hold
10,253
– – 0.12% 93
2020
Q1 		$243K Hold
10,253
– – 0.18% 65
2019
Q4 		$387K Buy
+10,253
New +$383K 0.25% 55

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Management Group's WSBC Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of WesBanco (WSBC) in Q2 2021, closing a stake of 8,253 shares — an estimated $298K sold.

Strategic Wealth Management Group first reported a position in WSBC in Q4 2019 and held it in 6 quarters. The position peaked at $387K in Q4 2019. 211 funds tracked by Wall St. Rank hold WSBC as of Q2 2021.

  • Strategic Wealth Management Group reported no remaining WesBanco position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management Group sold 8,253 WesBanco shares in Q2 2021, an estimated $298K.
  • Strategic Wealth Management Group first reported a position in WesBanco in Q4 2019 and held it in 6 quarters.
  • Strategic Wealth Management Group's WesBanco position peaked at $387K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held WesBanco as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.