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TFO Wealth Partners’s WesBanco WSBC Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$119 – 757
2024
Q1 		$119 Sell
4
-8
-67% -$234 ﹤0.01% 602
2023
Q4 		$376 Hold
12
– – ﹤0.01% 433
2023
Q3 		$307 Buy
12
+8
+200% +$208 ﹤0.01% 646
2023
Q2 		$102 Hold
4
– – ﹤0.01% 663
2023
Q1 		$123 Sell
4
-31
-89% -$1.1K ﹤0.01% 597
2022
Q4 		$1.45K Buy
+35
New +$1.34K ﹤0.01% 298

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's WSBC Position: Q2 2024 in Review

TFO Wealth Partners sold out of WesBanco (WSBC) in Q2 2024, closing a stake of 4 shares — an estimated $119 sold.

TFO Wealth Partners first reported a position in WSBC in Q4 2022 and held it in 6 quarters. The position peaked at $1.45K in Q4 2022. 218 funds tracked by Wall St. Rank hold WSBC as of Q2 2024.

  • TFO Wealth Partners reported no remaining WesBanco position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 WesBanco shares in Q2 2024, an estimated $119.
  • TFO Wealth Partners first reported a position in WesBanco in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's WesBanco position peaked at $1.45K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held WesBanco as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.