Steward Partners Investment Advisory’s Peoples Bancorp PEBO Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-250	Closed	-$6.44K	–	3371
2023 Q1	$6.44K	Buy	250 +200	+400%	+$5.76K	﹤0.01%	2695
2022 Q4	$1.41K	Buy	+50	New	+$1.47K	﹤0.01%	3085
2022 Q2	–	Sell	-1,605	Closed	-$50K	–	3334
2022 Q1	$50K	Buy	1,605 +620	+63%	+$20.1K	﹤0.01%	1917
2021 Q4	$31K	Hold	985	–	–	﹤0.01%	2123
2021 Q3	$31K	Buy	+985	New	+$29.8K	﹤0.01%	2116
2020 Q4	–	Sell	-200	Closed	-$4K	–	2966
2020 Q3	$4K	Buy	+200	New	+$4.11K	﹤0.01%	2442

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

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

PMG

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

Steward Partners Investment Advisory's PEBO Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Peoples Bancorp (PEBO) in Q2 2023, closing a stake of 250 shares — an estimated $6.44K sold.

Steward Partners Investment Advisory first reported a position in PEBO in Q3 2020 and held it in 6 quarters. The position peaked at $50K in Q1 2022. 141 funds tracked by Wall St. Rank hold PEBO as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Peoples Bancorp position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 250 Peoples Bancorp shares in Q2 2023, an estimated $6.44K.
Steward Partners Investment Advisory first reported a position in Peoples Bancorp in Q3 2020 and held it in 6 quarters.
Steward Partners Investment Advisory's Peoples Bancorp position peaked at $50K in Q1 2022.
141 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.