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Atomi Financial Group’s Phillips Edison & Co PECO Stock Holding History

Atomi Financial Group’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
2024
Q1 		– Sell
-6,508
Closed -$237K – 757
2023
Q4 		$237K Sell
6,508
-1,360
-17% -$47.6K 0.03% 490
2023
Q3 		$264K Sell
7,868
-2,164
-22% -$74.8K 0.09% 269
2023
Q2 		$342K Buy
+10,032
New +$313K 0.16% 166

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atomi Financial Group's PECO Position: Q1 2024 in Review

Atomi Financial Group sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 6,508 shares — an estimated $237K sold.

Atomi Financial Group first reported a position in PECO in Q2 2023 and held it in 3 quarters. The position peaked at $342K in Q2 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Atomi Financial Group reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 6,508 Phillips Edison & Co shares in Q1 2024, an estimated $237K.
  • Atomi Financial Group first reported a position in Phillips Edison & Co in Q2 2023 and held it in 3 quarters.
  • Atomi Financial Group's Phillips Edison & Co position peaked at $342K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.