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Avior Wealth Management’s Peoples Bancorp PEBO Stock Holding History

Avior 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
Q2 		– Sell
-7
Closed -$207 – 3303
2024
Q1 		$207 Buy
+7
New +$206 ﹤0.01% 2863

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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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Avior Wealth Management's PEBO Position: Q2 2024 in Review

Avior Wealth Management sold out of Peoples Bancorp (PEBO) in Q2 2024, closing a stake of 7 shares — an estimated $207 sold.

Avior Wealth Management first reported a position in PEBO in Q1 2024 and held it in 1 quarter. The position peaked at $207 in Q1 2024. 153 funds tracked by Wall St. Rank hold PEBO as of Q2 2024.

  • Avior Wealth Management reported no remaining Peoples Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Peoples Bancorp shares in Q2 2024, an estimated $207.
  • Avior Wealth Management first reported a position in Peoples Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Peoples Bancorp position peaked at $207 in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.