AWM
PEBO icon

Axxcess Wealth Management’s Peoples Bancorp PEBO Stock Holding History

Axxcess 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
2022
Q4 		– Sell
-24,745
Closed -$716K – 659
2022
Q3 		$716K Buy
+24,745
New +$728K 0.07% 247

Other funds holding PEBO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axxcess Wealth Management's PEBO Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Peoples Bancorp (PEBO) in Q4 2022, closing a stake of 24,745 shares — an estimated $716K sold.

Axxcess Wealth Management first reported a position in PEBO in Q3 2022 and held it in 1 quarter. The position peaked at $716K in Q3 2022. 150 funds tracked by Wall St. Rank hold PEBO as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Peoples Bancorp position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,745 Peoples Bancorp shares in Q4 2022, an estimated $716K.
  • Axxcess Wealth Management first reported a position in Peoples Bancorp in Q3 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Peoples Bancorp position peaked at $716K in Q3 2022.
  • 150 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.