Raymond James & Associates’s Peoples Bancorp PEBO Stock Holding History

Raymond James & Associates’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
2024 Q3	$223K	Sell	7,410 -449	-6%	-$13.9K	﹤0.01%	3571
2024 Q2	$236K	Buy	+7,859	New	+$228K	﹤0.01%	3517
2023 Q3	–	Sell	-9,259	Closed	-$246K	–	3900
2023 Q2	$246K	Buy	9,259 +5	+0.1%	+$130	﹤0.01%	3368
2023 Q1	$238K	Buy	9,254 +330	+4%	+$9.5K	﹤0.01%	3398
2022 Q4	$252K	Buy	+8,924	New	+$262K	﹤0.01%	3318
2016 Q3	–	Sell	-9,452	Closed	-$206K	–	3273
2016 Q2	$206K	Buy	+9,452	New	+$199K	﹤0.01%	2638

Other funds holding PEBO

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Raymond James & Associates's PEBO Position: Q3 2024 in Review

Raymond James & Associates reduced its Peoples Bancorp (PEBO) stake by 5.7% in Q3 2024, selling an estimated $13.9K and leaving 7,410 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Raymond James & Associates first reported a position in PEBO in Q2 2016 and has held it in 6 quarters since. The position peaked at $252K in Q4 2022. 173 funds tracked by Wall St. Rank hold PEBO as of Q3 2024.

Raymond James & Associates held 7,410 shares of Peoples Bancorp worth $223K as of Q3 2024.
Raymond James & Associates sold 449 Peoples Bancorp shares in Q3 2024, an estimated $13.9K.
Peoples Bancorp made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3571 holding.
Raymond James & Associates first reported a position in Peoples Bancorp in Q2 2016 and has held it in 6 quarters since.
Raymond James & Associates's Peoples Bancorp position peaked at $252K in Q4 2022.
173 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.