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Belpointe Asset Management’s Peoples Bancorp PEBO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-700
Closed -$18K – 2532
2023
Q1 		$18K Hold
700
– – ﹤0.01% 2355
2022
Q4 		$19.8K Buy
+700
New +$20.6K ﹤0.01% 2195

Other funds holding PEBO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Belpointe Asset Management's PEBO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Peoples Bancorp (PEBO) in Q2 2023, closing a stake of 700 shares — an estimated $18K sold.

Belpointe Asset Management first reported a position in PEBO in Q4 2022 and held it in 2 quarters. The position peaked at $19.8K in Q4 2022. 141 funds tracked by Wall St. Rank hold PEBO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Peoples Bancorp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 700 Peoples Bancorp shares in Q2 2023, an estimated $18K.
  • Belpointe Asset Management first reported a position in Peoples Bancorp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Peoples Bancorp position peaked at $19.8K in Q4 2022.
  • 141 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.