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Capital Performance Advisors’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Capital Performance Advisors’s Portfolio PEBK Stock Details PEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33
Closed -$838 – 1951
2024
Q3 		$838 Buy
+33
New +$951 ﹤0.01% 1997

Other funds holding PEBK

Wellington Management Group
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's PEBK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Peoples Bancorp of North Carolina (PEBK) in Q4 2024, closing a stake of 33 shares — an estimated $838 sold.

Capital Performance Advisors first reported a position in PEBK in Q3 2024 and held it in 1 quarter. The position peaked at $838 in Q3 2024. 59 funds tracked by Wall St. Rank hold PEBK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Peoples Bancorp of North Carolina position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 33 Peoples Bancorp of North Carolina shares in Q4 2024, an estimated $838.
  • Capital Performance Advisors first reported a position in Peoples Bancorp of North Carolina in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Peoples Bancorp of North Carolina position peaked at $838 in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.