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 $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

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

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return