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RAFFA WEALTH MANAGEMENT, LLC’s Peoples Bancorp PEBO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2019
Q1 		– Sell
-29
Closed -$873 – 740
2018
Q4 		$873 Hold
29
– – ﹤0.01% 592
2018
Q3 		$1.02K Hold
29
– – ﹤0.01% 599
2018
Q2 		$1.1K Hold
29
– – ﹤0.01% 534
2018
Q1 		$1.03K Buy
+29
New +$1.01K ﹤0.01% 537

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PEBO Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Peoples Bancorp (PEBO) in Q1 2019, closing a stake of 29 shares — an estimated $873 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PEBO in Q1 2018 and held it in 4 quarters. The position peaked at $1.1K in Q2 2018. 119 funds tracked by Wall St. Rank hold PEBO as of Q1 2019.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Peoples Bancorp position as of Q1 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 29 Peoples Bancorp shares in Q1 2019, an estimated $873.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Peoples Bancorp in Q1 2018 and held it in 4 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Peoples Bancorp position peaked at $1.1K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.