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Raymond James Financial Services Advisors’s Peoples Bancorp PEBO Stock Holding History

Raymond James Financial Services Advisors’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 		$1.77M Sell
58,819
-10,378
-15% -$322K ﹤0.01% 1810
2024
Q2 		$2.08M Buy
69,197
+18,730
+37% +$544K ﹤0.01% 1644
2024
Q1 		$1.49M Sell
50,467
-17,634
-26% -$518K ﹤0.01% 1815
2023
Q4 		$2.3M Sell
68,101
-10,426
-13% -$304K ﹤0.01% 1498
2023
Q3 		$1.99M Buy
78,527
+45,328
+137% +$1.2M ﹤0.01% 1506
2023
Q2 		$881K Buy
33,199
+1,111
+3% +$29K ﹤0.01% 1998
2023
Q1 		$826K Buy
32,088
+1,153
+4% +$33.2K ﹤0.01% 2030
2022
Q4 		$874K Sell
30,935
-3,086
-9% -$90.8K ﹤0.01% 1928
2022
Q3 		$984K Buy
34,021
+439
+1% +$12.9K ﹤0.01% 1822
2022
Q2 		$893K Buy
33,582
+2,611
+8% +$74.1K ﹤0.01% 1904
2022
Q1 		$970K Buy
30,971
+249
+0.8% +$8.08K ﹤0.01% 1972
2021
Q4 		$977K Buy
30,722
+462
+2% +$14.8K ﹤0.01% 1989
2021
Q3 		$957K Buy
30,260
+1,365
+5% +$41.3K ﹤0.01% 1989
2021
Q2 		$856K Buy
28,895
+5,627
+24% +$183K ﹤0.01% 2048
2021
Q1 		$772K Buy
23,268
+2,152
+10% +$68.9K ﹤0.01% 2021
2020
Q4 		$572K Buy
21,116
+208
+1% +$5.08K ﹤0.01% 2053
2020
Q3 		$399K Buy
20,908
+1,009
+5% +$20.7K ﹤0.01% 2119
2020
Q2 		$423K Sell
19,899
-1,011
-5% -$22.1K ﹤0.01% 2020
2020
Q1 		$463K Buy
20,910
+76
+0.4% +$2.26K ﹤0.01% 1607
2019
Q4 		$722K Sell
20,834
-14,271
-41% -$467K ﹤0.01% 1740
2019
Q3 		$1.12M Sell
35,105
-515
-1% -$16.4K ﹤0.01% 1413
2019
Q2 		$1.15M Buy
35,620
+1,701
+5% +$54.3K ﹤0.01% 1416
2019
Q1 		$1.05M Buy
33,919
+1,126
+3% +$36.1K ﹤0.01% 1419
2018
Q4 		$987K Sell
32,793
-861
-3% -$28.7K 0.01% 1277
2018
Q3 		$1.18M Buy
33,654
+255
+0.8% +$9.37K 0.01% 1363
2018
Q2 		$1.26M Buy
33,399
+261
+0.8% +$9.65K 0.01% 1280
2018
Q1 		$1.18M Buy
33,138
+609
+2% +$21.3K 0.01% 1220
2017
Q4 		$1.06M Sell
32,529
-3,044
-9% -$101K 0.01% 1261
2017
Q3 		$1.2M Buy
35,573
+649
+2% +$20.6K 0.01% 1192
2017
Q2 		$1.12M Buy
34,924
+18,518
+113% +$597K 0.01% 1191
2017
Q1 		$519K Buy
16,406
+5,173
+46% +$165K ﹤0.01% 1547
2016
Q4 		$365K Sell
11,233
-237
-2% -$6.56K ﹤0.01% 1711
2016
Q3 		$282K Buy
+11,470
New +$266K ﹤0.01% 1827

Other funds holding PEBO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Raymond James Financial Services Advisors's PEBO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Peoples Bancorp (PEBO) stake by 15% in Q3 2024, selling an estimated $322K and leaving 58,819 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Raymond James Financial Services Advisors first reported a position in PEBO in Q3 2016 and has held it in 33 quarters since. The position peaked at $2.3M in Q4 2023. 173 funds tracked by Wall St. Rank hold PEBO as of Q3 2024.

  • Raymond James Financial Services Advisors held 58,819 shares of Peoples Bancorp worth $1.77M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 10,378 Peoples Bancorp shares in Q3 2024, an estimated $322K.
  • Peoples Bancorp made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1810 holding.
  • Raymond James Financial Services Advisors first reported a position in Peoples Bancorp in Q3 2016 and has held it in 33 quarters since.
  • Raymond James Financial Services Advisors's Peoples Bancorp position peaked at $2.3M in Q4 2023.
  • 173 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.