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Money Concepts Capital’s Peoples Bancorp PEBO Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-13,931
Closed -$394K – 2176
2022
Q4 		$394K Buy
+13,931
New +$410K 0.02% 490

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Money Concepts Capital's PEBO Position: Q1 2023 in Review

Money Concepts Capital sold out of Peoples Bancorp (PEBO) in Q1 2023, closing a stake of 13,931 shares — an estimated $394K sold.

Money Concepts Capital first reported a position in PEBO in Q4 2022 and held it in 1 quarter. The position peaked at $394K in Q4 2022. 151 funds tracked by Wall St. Rank hold PEBO as of Q1 2023.

  • Money Concepts Capital reported no remaining Peoples Bancorp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 13,931 Peoples Bancorp shares in Q1 2023, an estimated $394K.
  • Money Concepts Capital first reported a position in Peoples Bancorp in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Peoples Bancorp position peaked at $394K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.