Baker Tilly Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Baker Tilly Wealth Management’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	-7,087	Closed	-$259K	–	453
2023 Q4	$259K	Buy	7,087 +36	+0.5%	+$1.26K	0.04%	408
2023 Q3	$236K	Hold	7,051	–	–	0.04%	407
2023 Q2	$240K	Sell	7,051 -1,637	-19%	-$51.1K	0.03%	490
2023 Q1	$283K	Buy	8,688 +1,585	+22%	+$51.9K	0.03%	461
2022 Q4	$226K	Buy	+7,103	New	+$218K	0.03%	490
2022 Q3	–	Sell	-7,060	Closed	-$236K	–	530
2022 Q2	$236K	Hold	7,060	–	–	0.03%	446
2022 Q1	$243K	Buy	+7,060	New	+$232K	0.03%	462

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baker Tilly Wealth Management's PECO Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 7,087 shares — an estimated $259K sold.

Baker Tilly Wealth Management first reported a position in PECO in Q1 2022 and held it in 7 quarters. The position peaked at $283K in Q1 2023. 364 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

Baker Tilly Wealth Management reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 7,087 Phillips Edison & Co shares in Q1 2024, an estimated $259K.
Baker Tilly Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 7 quarters.
Baker Tilly Wealth Management's Phillips Edison & Co position peaked at $283K in Q1 2023.
364 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.