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United Capital Financial Advisors’s WesBanco WSBC Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-10,741
Closed -$383K – 1250
2021
Q2 		$383K Buy
10,741
+5
+0% +$187 ﹤0.01% 954
2021
Q1 		$387K Sell
10,736
-277
-3% -$9.12K ﹤0.01% 920
2020
Q4 		$330K Hold
11,013
– – ﹤0.01% 962
2020
Q3 		$235K Buy
+11,013
New +$234K ﹤0.01% 1029

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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Capital Financial Advisors's WSBC Position: Q3 2021 in Review

United Capital Financial Advisors sold out of WesBanco (WSBC) in Q3 2021, closing a stake of 10,741 shares — an estimated $383K sold.

United Capital Financial Advisors first reported a position in WSBC in Q3 2020 and held it in 4 quarters. The position peaked at $387K in Q1 2021. 212 funds tracked by Wall St. Rank hold WSBC as of Q3 2021.

  • United Capital Financial Advisors reported no remaining WesBanco position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,741 WesBanco shares in Q3 2021, an estimated $383K.
  • United Capital Financial Advisors first reported a position in WesBanco in Q3 2020 and held it in 4 quarters.
  • United Capital Financial Advisors's WesBanco position peaked at $387K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held WesBanco as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.