WesBanco Bank’s Custom Truck One Source CTOS Stock Holding History

WesBanco Bank’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-75,722	Closed	-$514K	–	581
2023 Q1	$514K	Hold	75,722	–	–	0.02%	409
2022 Q4	$479K	Buy	+75,722	New	+$491K	0.02%	407
2022 Q3	–	Sell	-55,575	Closed	-$311K	–	404
2022 Q2	$311K	Hold	55,575	–	–	0.01%	464
2022 Q1	$466K	Hold	55,575	–	–	0.02%	430
2021 Q4	$445K	Buy	+55,575	New	+$479K	0.02%	437

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

HCM

Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

WesBanco Bank's CTOS Position: Q2 2023 in Review

WesBanco Bank sold out of Custom Truck One Source (CTOS) in Q2 2023, closing a stake of 75,722 shares — an estimated $514K sold.

WesBanco Bank first reported a position in CTOS in Q4 2021 and held it in 5 quarters. The position peaked at $514K in Q1 2023. 107 funds tracked by Wall St. Rank hold CTOS as of Q2 2023.

WesBanco Bank reported no remaining Custom Truck One Source position as of Q2 2023 after selling out during the quarter.
WesBanco Bank sold 75,722 Custom Truck One Source shares in Q2 2023, an estimated $514K.
WesBanco Bank first reported a position in Custom Truck One Source in Q4 2021 and held it in 5 quarters.
WesBanco Bank's Custom Truck One Source position peaked at $514K in Q1 2023.
107 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2023.

Based on WesBanco Bank's 13F filing for Q2 2023, filed 13 Jul 2023.