Beaird Harris Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Beaird Harris 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 Q3	–	Sell	-12,478	Closed	-$408K	–	660
2024 Q2	$408K	Hold	12,478	–	–	0.04%	93
2024 Q1	$448K	Hold	12,478	–	–	0.04%	77
2023 Q4	$455K	Hold	12,478	–	–	0.05%	71
2023 Q3	$419K	Hold	12,478	–	–	0.05%	64
2023 Q2	$425K	Hold	12,478	–	–	0.05%	61
2023 Q1	$407K	Hold	12,478	–	–	0.07%	58
2022 Q4	$397K	Hold	12,478	–	–	0.07%	61
2022 Q3	$350K	Buy	+12,478	New	+$410K	0.08%	57
2022 Q2	–	Sell	-12,478	Closed	-$429K	–	544
2022 Q1	$429K	Buy	+12,478	New	+$410K	0.16%	51

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Beaird Harris Wealth Management's PECO Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 12,478 shares — an estimated $408K sold.

Beaird Harris Wealth Management first reported a position in PECO in Q1 2022 and held it in 9 quarters. The position peaked at $455K in Q4 2023. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 12,478 Phillips Edison & Co shares in Q3 2024, an estimated $408K.
Beaird Harris Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 9 quarters.
Beaird Harris Wealth Management's Phillips Edison & Co position peaked at $455K in Q4 2023.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.