Lenox Wealth Advisors’s Peoples Bancorp PEBO Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-52	Closed	-$2K	–	935
2021 Q4	$2K	Buy	+52	New	+$1.67K	﹤0.01%	746

Other funds holding PEBO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's PEBO Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Peoples Bancorp (PEBO) in Q1 2022, closing a stake of 52 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PEBO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 145 funds tracked by Wall St. Rank hold PEBO as of Q1 2022.

Lenox Wealth Advisors reported no remaining Peoples Bancorp position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 52 Peoples Bancorp shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Peoples Bancorp in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Peoples Bancorp position peaked at $2K in Q4 2021.
145 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.