WIA
PEBO icon

Wetzel Investment Advisors’s Peoples Bancorp PEBO Stock Holding History

Wetzel Investment 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 		– Sell
-79
Closed -$2.34K – 676
2024
Q2 		$2.34K Hold
79
– – ﹤0.01% 717
2024
Q1 		$2.18K Hold
79
– – ﹤0.01% 825
2023
Q4 		$3K Buy
+79
New +$2.3K ﹤0.01% 798

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 $552B AUM 44.19% 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 $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wetzel Investment Advisors's PEBO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Peoples Bancorp (PEBO) in Q3 2024, closing a stake of 79 shares — an estimated $2.34K sold.

Wetzel Investment Advisors first reported a position in PEBO in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 173 funds tracked by Wall St. Rank hold PEBO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Peoples Bancorp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 79 Peoples Bancorp shares in Q3 2024, an estimated $2.34K.
  • Wetzel Investment Advisors first reported a position in Peoples Bancorp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Peoples Bancorp position peaked at $3K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.