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NewEdge Advisors’s Peoples Bancorp of North Carolina PEBK Stock Holding History

NewEdge Advisors’s Portfolio PEBK Stock Details PEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,098
Closed -$68.3K – 3939
2022
Q4 		$68.3K Buy
+2,098
New +$59.7K ﹤0.01% 1599

Other funds holding PEBK

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SVBP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's PEBK Position: Q1 2023 in Review

NewEdge Advisors sold out of Peoples Bancorp of North Carolina (PEBK) in Q1 2023, closing a stake of 2,098 shares — an estimated $68.3K sold.

NewEdge Advisors first reported a position in PEBK in Q4 2022 and held it in 1 quarter. The position peaked at $68.3K in Q4 2022. 36 funds tracked by Wall St. Rank hold PEBK as of Q1 2023.

  • NewEdge Advisors reported no remaining Peoples Bancorp of North Carolina position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2,098 Peoples Bancorp of North Carolina shares in Q1 2023, an estimated $68.3K.
  • NewEdge Advisors first reported a position in Peoples Bancorp of North Carolina in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Peoples Bancorp of North Carolina position peaked at $68.3K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.