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Patriot Financial Group Insurance Agency’s Peoples Bancorp PEBO Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-4
Closed – – 1962
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1803
2020
Q2 		$0 Buy
+4
New +$87 ﹤0.01% 1793

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PEBO Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Peoples Bancorp (PEBO) in Q4 2020, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in PEBO in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 106 funds tracked by Wall St. Rank hold PEBO as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Peoples Bancorp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Peoples Bancorp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Peoples Bancorp in Q2 2020 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Peoples Bancorp position peaked at $0 in Q3 2020.
  • 106 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.