B. Riley Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

B. Riley Wealth 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 Q3	–	Sell	-21,900	Closed	-$719K	–	1391
2024 Q2	$719K	Buy	21,900 +3,819	+21%	+$125K	0.02%	661
2024 Q1	$608K	Buy	18,081 +699	+4%	+$24.7K	0.02%	702
2023 Q4	$636K	Sell	17,382 -699	-4%	-$24.4K	0.02%	698
2023 Q3	$608K	Sell	18,081 -20,581	-53%	-$712K	0.02%	702
2023 Q2	$1.32M	Sell	38,662 -42,585	-52%	-$1.33M	0.03%	479
2023 Q1	$2.66M	Sell	81,247 -19,640	-19%	-$643K	0.07%	279
2022 Q4	$3.22M	Sell	100,887 -2,347	-2%	-$72.2K	0.09%	234
2022 Q3	$2.9M	Sell	103,234 -5,544	-5%	-$182K	0.09%	230
2022 Q2	$3.63M	Sell	108,778 -11,074	-9%	-$376K	0.15%	146
2022 Q1	$4.12M	Buy	+119,852	New	+$3.93M	0.13%	162

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

B. Riley Wealth Advisors's PECO Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 21,900 shares — an estimated $719K sold.

B. Riley Wealth Advisors first reported a position in PECO in Q1 2022 and held it in 10 quarters. The position peaked at $4.12M in Q1 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 21,900 Phillips Edison & Co shares in Q3 2024, an estimated $719K.
B. Riley Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 10 quarters.
B. Riley Wealth Advisors's Phillips Edison & Co position peaked at $4.12M in Q1 2022.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.