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Advantage Alpha Capital Partners’s Phillips Edison & Co PECO Stock Holding History

Advantage Alpha Capital Partners’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,845
Closed -$941K – 109
2023
Q1 		$941K Buy
+28,845
New +$944K 0.2% 95

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State Street
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Massachusetts Financial Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advantage Alpha Capital Partners's PECO Position: Q2 2023 in Review

Advantage Alpha Capital Partners sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 28,845 shares — an estimated $941K sold.

Advantage Alpha Capital Partners first reported a position in PECO in Q1 2023 and held it in 1 quarter. The position peaked at $941K in Q1 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Advantage Alpha Capital Partners reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 28,845 Phillips Edison & Co shares in Q2 2023, an estimated $941K.
  • Advantage Alpha Capital Partners first reported a position in Phillips Edison & Co in Q1 2023 and held it in 1 quarter.
  • Advantage Alpha Capital Partners's Phillips Edison & Co position peaked at $941K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.