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American Portfolios Advisors’s Phillips Edison & Co PECO Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$1.04M Sell
37,166
-1,789
-5% -$58.8K 0.04% 427
2022
Q2 		$1.3M Sell
38,955
-7,478
-16% -$254K 0.05% 351
2022
Q1 		$1.6M Buy
+46,433
New +$1.52M 0.05% 341

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's PECO Position: Q3 2022 in Review

American Portfolios Advisors reduced its Phillips Edison & Co (PECO) stake by 4.6% in Q3 2022, selling an estimated $58.8K and leaving 37,166 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #427.

American Portfolios Advisors first reported a position in PECO in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.6M in Q1 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • American Portfolios Advisors held 37,166 shares of Phillips Edison & Co worth $1.04M as of Q3 2022.
  • American Portfolios Advisors sold 1,789 Phillips Edison & Co shares in Q3 2022, an estimated $58.8K.
  • Phillips Edison & Co made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #427 holding.
  • American Portfolios Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Phillips Edison & Co position peaked at $1.6M in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.