BDO Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

BDO 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
2023 Q2	$174K	Buy	+5,117	New	+$160K	0.02%	277

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

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

BDO Wealth Advisors's PECO Position: Q2 2023 in Review

BDO Wealth Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2023: 5,117 shares worth $174K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

BDO Wealth Advisors held 5,117 shares of Phillips Edison & Co worth $174K as of Q2 2023.
Phillips Edison & Co was a new BDO Wealth Advisors position in Q2 2023.
Phillips Edison & Co made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #277 holding.
365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.