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B.O.S.S. Retirement Advisors’s Phillips Edison & Co PECO Stock Holding History

B.O.S.S. Retirement 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
2024
Q1 		– Sell
-6,139
Closed -$224K – 203
2023
Q4 		$224K Sell
6,139
-74
-1% -$2.59K 0.04% 230
2023
Q3 		$208K Buy
6,213
+213
+4% +$7.36K 0.04% 229
2023
Q2 		$204K Sell
6,000
-1,820
-23% -$56.8K 0.04% 236
2023
Q1 		$255K Buy
7,820
+962
+14% +$31.5K 0.06% 202
2022
Q4 		$218K Buy
+6,858
New +$211K 0.06% 204

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

B.O.S.S. Retirement Advisors's PECO Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 6,139 shares — an estimated $224K sold.

B.O.S.S. Retirement Advisors first reported a position in PECO in Q4 2022 and held it in 5 quarters. The position peaked at $255K in Q1 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 6,139 Phillips Edison & Co shares in Q1 2024, an estimated $224K.
  • B.O.S.S. Retirement Advisors first reported a position in Phillips Edison & Co in Q4 2022 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's Phillips Edison & Co position peaked at $255K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.