BWM
PEI

BCS Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

BCS Wealth Management’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,767
Closed -$17K – 199
2022
Q1 		$17K Buy
1,767
+667
+61% +$8.9K 0.01% 188
2021
Q4 		$17K Buy
+1,100
New +$23.6K 0.01% 198

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

BCS Wealth Management's PEI Position: Q2 2022 in Review

BCS Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 1,767 shares — an estimated $17K sold.

BCS Wealth Management first reported a position in PEI in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

  • BCS Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
  • BCS Wealth Management sold 1,767 Pennsylvania Real Estate Investment Trust shares in Q2 2022, an estimated $17K.
  • BCS Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2021 and held it in 2 quarters.
  • BCS Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $17K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

Based on BCS Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.