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Cassady Schiller Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Cassady Schiller 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
Q4 		$542K Hold
14,471
– – 0.2% 66
2024
Q3 		$546K Buy
+14,471
New +$516K 0.2% 65

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's PECO Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Phillips Edison & Co (PECO) position steady in Q4 2024 at 14,471 shares worth $542K. The position accounts for 0.2% of the portfolio, ranked #66.

Cassady Schiller Wealth Management first reported a position in PECO in Q3 2024 and has held it in 2 quarters since. The position peaked at $546K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Cassady Schiller Wealth Management held 14,471 shares of Phillips Edison & Co worth $542K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Phillips Edison & Co share count unchanged in Q4 2024.
  • Phillips Edison & Co made up 0.2% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #66 holding.
  • Cassady Schiller Wealth Management first reported a position in Phillips Edison & Co in Q3 2024 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Phillips Edison & Co position peaked at $546K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.