TCI Wealth Advisors’s Peoples Bancorp PEBO Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-156	Closed	-$4.02K	–	1639
2023 Q1	$4.02K	Hold	156	–	–	﹤0.01%	1688
2022 Q4	$4.41K	Hold	156	–	–	﹤0.01%	1612
2022 Q3	$5K	Hold	156	–	–	﹤0.01%	1497
2022 Q2	$4K	Sell	156 -302	-66%	-$8.57K	﹤0.01%	1672
2022 Q1	$14K	Hold	458	–	–	﹤0.01%	893
2021 Q4	$15K	Hold	458	–	–	﹤0.01%	878
2021 Q3	$14K	Hold	458	–	–	﹤0.01%	880
2021 Q2	$14K	Hold	458	–	–	﹤0.01%	756
2021 Q1	$15K	Buy	458 +302	+194%	+$9.67K	0.01%	662
2020 Q4	$4K	Hold	156	–	–	﹤0.01%	998
2020 Q3	$3K	Buy	+156	New	+$3.21K	﹤0.01%	986
2020 Q2	–	Sell	-111	Closed	-$2K	–	1618
2020 Q1	$2K	Buy	+111	New	+$3.3K	﹤0.01%	1061

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

TCI Wealth Advisors's PEBO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Peoples Bancorp (PEBO) in Q2 2023, closing a stake of 156 shares — an estimated $4.02K sold.

TCI Wealth Advisors first reported a position in PEBO in Q1 2020 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 141 funds tracked by Wall St. Rank hold PEBO as of Q2 2023.

TCI Wealth Advisors reported no remaining Peoples Bancorp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 156 Peoples Bancorp shares in Q2 2023, an estimated $4.02K.
TCI Wealth Advisors first reported a position in Peoples Bancorp in Q1 2020 and held it in 12 quarters.
TCI Wealth Advisors's Peoples Bancorp position peaked at $15K in Q4 2021.
141 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.