CPA
PEBO icon

Capital Performance Advisors’s Peoples Bancorp PEBO Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-92
Closed -$2.77K – 1952
2024
Q3 		$2.77K Buy
+92
New +$2.85K ﹤0.01% 1395

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Capital Performance Advisors sold out of Peoples Bancorp (PEBO) in Q4 2024, closing a stake of 92 shares — an estimated $2.77K sold.

Capital Performance Advisors first reported a position in PEBO in Q3 2024 and held it in 1 quarter. The position peaked at $2.77K in Q3 2024. 180 funds tracked by Wall St. Rank hold PEBO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Peoples Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 92 Peoples Bancorp shares in Q4 2024, an estimated $2.77K.
  • Capital Performance Advisors first reported a position in Peoples Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Peoples Bancorp position peaked at $2.77K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2024.

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