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Buck Wealth Strategies’s Phillips Edison & Co PECO Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-1,225
Closed -$41.1K – 272
2023
Q3 		$41.1K Hold
1,225
– – 0.02% 123
2023
Q2 		$41.7K Hold
1,225
– – 0.02% 89
2023
Q1 		$40K Buy
+1,225
New +$40.1K 0.02% 64

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Buck Wealth Strategies's PECO Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Phillips Edison & Co (PECO) in Q4 2023, closing a stake of 1,225 shares — an estimated $41.1K sold.

Buck Wealth Strategies first reported a position in PECO in Q1 2023 and held it in 3 quarters. The position peaked at $41.7K in Q2 2023. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Phillips Edison & Co position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 1,225 Phillips Edison & Co shares in Q4 2023, an estimated $41.1K.
  • Buck Wealth Strategies first reported a position in Phillips Edison & Co in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Phillips Edison & Co position peaked at $41.7K in Q2 2023.
  • 381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.