WMS Partners’s WesBanco WSBC Stock Holding History

WMS Partners’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
2020 Q1	–	Sell	-5,653	Closed	-$214K	–	228
2019 Q4	$214K	Buy	+5,653	New	+$211K	0.05%	206

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

WMS Partners's WSBC Position: Q1 2020 in Review

WMS Partners sold out of WesBanco (WSBC) in Q1 2020, closing a stake of 5,653 shares — an estimated $214K sold.

WMS Partners first reported a position in WSBC in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 187 funds tracked by Wall St. Rank hold WSBC as of Q1 2020.

WMS Partners reported no remaining WesBanco position as of Q1 2020 after selling out during the quarter.
WMS Partners sold 5,653 WesBanco shares in Q1 2020, an estimated $214K.
WMS Partners first reported a position in WesBanco in Q4 2019 and held it in 1 quarter.
WMS Partners's WesBanco position peaked at $214K in Q4 2019.
187 funds tracked by Wall St. Rank held WesBanco as of Q1 2020.

Based on WMS Partners's 13F filing for Q1 2020, filed 13 May 2020.