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

BlueChip 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
2026
Q1 		$297K Hold
7,937
– – 0.13% 117
2025
Q4 		$282K Hold
7,937
– – 0.12% 129
2025
Q3 		$272K Sell
7,937
-4,361
-35% -$151K 0.12% 127
2025
Q2 		$431K Sell
12,298
-5,192
-30% -$184K 0.19% 93
2025
Q1 		$638K Hold
17,490
– – 0.31% 69
2024
Q4 		$655K Sell
17,490
-952
-5% -$36.3K 0.36% 61
2024
Q3 		$695K Hold
18,442
– – 0.36% 59
2024
Q2 		$603K Buy
18,442
+7,340
+66% +$239K 0.36% 61
2024
Q1 		$398K Hold
11,102
– – 0.26% 77
2023
Q4 		$405K Buy
+11,102
New +$388K 0.28% 73

Other funds holding PECO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return