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Avantax Planning Partners’s Phillips Edison & Co PECO Stock Holding History

Avantax Planning 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
2022
Q4 		– Sell
-15,731
Closed -$441K – 374
2022
Q3 		$441K Buy
15,731
+877
+6% +$28.8K 0.02% 232
2022
Q2 		$496K Buy
+14,854
New +$504K 0.02% 217

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Avantax Planning Partners's PECO Position: Q4 2022 in Review

Avantax Planning Partners sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 15,731 shares — an estimated $441K sold.

Avantax Planning Partners first reported a position in PECO in Q2 2022 and held it in 2 quarters. The position peaked at $496K in Q2 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Avantax Planning Partners reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 15,731 Phillips Edison & Co shares in Q4 2022, an estimated $441K.
  • Avantax Planning Partners first reported a position in Phillips Edison & Co in Q2 2022 and held it in 2 quarters.
  • Avantax Planning Partners's Phillips Edison & Co position peaked at $496K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.