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Strategic Family Wealth Counselors’s Peoples Bancorp PEBO Stock Holding History

Strategic Family Wealth Counselors’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
2021
Q1 		– Sell
-9,538
Closed -$258K – 86
2020
Q4 		$258K Buy
+9,538
New +$233K 0.13% 67

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 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

Strategic Family Wealth Counselors's PEBO Position: Q1 2021 in Review

Strategic Family Wealth Counselors sold out of Peoples Bancorp (PEBO) in Q1 2021, closing a stake of 9,538 shares — an estimated $258K sold.

Strategic Family Wealth Counselors first reported a position in PEBO in Q4 2020 and held it in 1 quarter. The position peaked at $258K in Q4 2020. 112 funds tracked by Wall St. Rank hold PEBO as of Q1 2021.

  • Strategic Family Wealth Counselors reported no remaining Peoples Bancorp position as of Q1 2021 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 9,538 Peoples Bancorp shares in Q1 2021, an estimated $258K.
  • Strategic Family Wealth Counselors first reported a position in Peoples Bancorp in Q4 2020 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Peoples Bancorp position peaked at $258K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2021.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2021, filed 10 May 2021.