Valeo Financial Advisors’s WesBanco WSBC Stock Holding History

Valeo 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
2024 Q3	–	Sell	-14,410	Closed	-$402K	–	744
2024 Q2	$402K	Buy	+14,410	New	+$398K	0.01%	446
2021 Q2	–	Sell	-2,320	Closed	-$84K	–	1842
2021 Q1	$84K	Buy	2,320 +2,217	+2,152%	+$73K	﹤0.01%	676
2020 Q4	$3K	Hold	103	–	–	﹤0.01%	1483
2020 Q3	$2K	Sell	103 -1,414	-93%	-$30.1K	﹤0.01%	1439
2020 Q2	$31K	Hold	1,517	–	–	﹤0.01%	911
2020 Q1	$37K	Hold	1,517	–	–	﹤0.01%	704
2019 Q4	$57K	Buy	1,517 +1,414	+1,373%	+$52.8K	0.01%	602
2019 Q3	$4K	Hold	103	–	–	﹤0.01%	1276
2019 Q2	$4K	Hold	103	–	–	﹤0.01%	1297
2019 Q1	$4K	Hold	103	–	–	﹤0.01%	1257
2018 Q4	$4K	Hold	103	–	–	﹤0.01%	1173
2018 Q3	$4K	Buy	+103	New	+$4.93K	﹤0.01%	1301

Other funds holding WSBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Valeo Financial Advisors's WSBC Position: Q3 2024 in Review

Valeo Financial Advisors sold out of WesBanco (WSBC) in Q3 2024, closing a stake of 14,410 shares — an estimated $402K sold.

Valeo Financial Advisors first reported a position in WSBC in Q3 2018 and held it in 12 quarters. The position peaked at $402K in Q2 2024. 246 funds tracked by Wall St. Rank hold WSBC as of Q3 2024.

Valeo Financial Advisors reported no remaining WesBanco position as of Q3 2024 after selling out during the quarter.
Valeo Financial Advisors sold 14,410 WesBanco shares in Q3 2024, an estimated $402K.
Valeo Financial Advisors first reported a position in WesBanco in Q3 2018 and held it in 12 quarters.
Valeo Financial Advisors's WesBanco position peaked at $402K in Q2 2024.
246 funds tracked by Wall St. Rank held WesBanco as of Q3 2024.

Based on Valeo Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.