Wescott Financial Advisory Group’s WesBanco WSBC Stock Holding History

Wescott Financial Advisory Group’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	-8,333	Closed	-$233K	–	172
2024 Q2	$233K	Hold	8,333	–	–	0.03%	154
2024 Q1	$248K	Hold	8,333	–	–	0.03%	144
2023 Q4	$261K	Hold	8,333	–	–	0.04%	143
2023 Q3	$203K	Hold	8,333	–	–	0.04%	151
2023 Q2	$213K	Hold	8,333	–	–	0.04%	151
2023 Q1	$256K	Hold	8,333	–	–	0.06%	133
2022 Q4	$308K	Hold	8,333	–	–	0.07%	123
2022 Q3	$278K	Hold	8,333	–	–	0.08%	117
2022 Q2	$264K	Hold	8,333	–	–	0.07%	114
2022 Q1	$286K	Hold	8,333	–	–	0.07%	104
2021 Q4	$292K	Hold	8,333	–	–	0.15%	55
2021 Q3	$284K	Hold	8,333	–	–	0.16%	56
2021 Q2	$272K	Hold	8,333	–	–	0.16%	54
2021 Q1	$300K	Hold	8,333	–	–	0.19%	49
2020 Q4	$250K	Buy	+8,333	New	+$225K	0.18%	51

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

Wescott Financial Advisory Group's WSBC Position: Q3 2024 in Review

Wescott Financial Advisory Group sold out of WesBanco (WSBC) in Q3 2024, closing a stake of 8,333 shares — an estimated $233K sold.

Wescott Financial Advisory Group first reported a position in WSBC in Q4 2020 and held it in 15 quarters. The position peaked at $308K in Q4 2022. 246 funds tracked by Wall St. Rank hold WSBC as of Q3 2024.

Wescott Financial Advisory Group reported no remaining WesBanco position as of Q3 2024 after selling out during the quarter.
Wescott Financial Advisory Group sold 8,333 WesBanco shares in Q3 2024, an estimated $233K.
Wescott Financial Advisory Group first reported a position in WesBanco in Q4 2020 and held it in 15 quarters.
Wescott Financial Advisory Group's WesBanco position peaked at $308K in Q4 2022.
246 funds tracked by Wall St. Rank held WesBanco as of Q3 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2024, filed 12 Nov 2024.