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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return