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AE Wealth Management’s Peoples Bancorp PEBO Stock Holding History

AE Wealth Management’s Portfolio PEBO Stock Details PEBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,161
Closed -$431K – 1748
2023
Q4 		$431K Buy
+14,161
New +$412K ﹤0.01% 1531

Other funds holding PEBO

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

AE Wealth Management's PEBO Position: Q1 2024 in Review

AE Wealth Management sold out of Peoples Bancorp (PEBO) in Q1 2024, closing a stake of 14,161 shares — an estimated $431K sold.

AE Wealth Management first reported a position in PEBO in Q4 2023 and held it in 1 quarter. The position peaked at $431K in Q4 2023. 159 funds tracked by Wall St. Rank hold PEBO as of Q1 2024.

  • AE Wealth Management reported no remaining Peoples Bancorp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 14,161 Peoples Bancorp shares in Q1 2024, an estimated $431K.
  • AE Wealth Management first reported a position in Peoples Bancorp in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Peoples Bancorp position peaked at $431K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.