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Innealta Capital’s Peoples Bancorp PEBO Stock Holding History

Innealta Capital’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
Q3 		– Sell
-1,521
Closed -$45.6K – 1241
2024
Q2 		$45.6K Buy
+1,521
New +$44.2K 0.02% 385

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Franklin Resources
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State Street
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Geode Capital Management
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Brown Advisory
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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
AllianceBernstein
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Innealta Capital's PEBO Position: Q3 2024 in Review

Innealta Capital sold out of Peoples Bancorp (PEBO) in Q3 2024, closing a stake of 1,521 shares — an estimated $45.6K sold.

Innealta Capital first reported a position in PEBO in Q2 2024 and held it in 1 quarter. The position peaked at $45.6K in Q2 2024. 173 funds tracked by Wall St. Rank hold PEBO as of Q3 2024.

  • Innealta Capital reported no remaining Peoples Bancorp position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 1,521 Peoples Bancorp shares in Q3 2024, an estimated $45.6K.
  • Innealta Capital first reported a position in Peoples Bancorp in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Peoples Bancorp position peaked at $45.6K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.