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	–	1848
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 $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return