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Lloyd Advisory Services’s Peoples Bancorp PEBO Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-62
Closed -$2K – 413
2022
Q1 		$2K Buy
+62
New +$2.01K ﹤0.01% 532

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Geode Capital Management
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lloyd Advisory Services's PEBO Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Peoples Bancorp (PEBO) in Q2 2022, closing a stake of 62 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in PEBO in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 141 funds tracked by Wall St. Rank hold PEBO as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Peoples Bancorp position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 62 Peoples Bancorp shares in Q2 2022, an estimated $2K.
  • Lloyd Advisory Services first reported a position in Peoples Bancorp in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Peoples Bancorp position peaked at $2K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.