Cetera Advisor Networks’s Phillips Edison & Co PECO Stock Holding History

Cetera Advisor Networks’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 Q1	$12.8M	Sell	356,377 -33,404	-9%	-$1.18M	0.06%	314
2023 Q4	$14.2M	Sell	389,781 -19,644	-5%	-$687K	0.08%	261
2023 Q3	$13.7M	Buy	409,425 +9,234	+2%	+$319K	0.09%	238
2023 Q2	$13.6M	Sell	400,191 -621	-0.2%	-$19.4K	0.09%	221
2023 Q1	$13.1M	Sell	400,812 -103,375	-21%	-$3.38M	0.1%	228
2022 Q4	$16.1M	Sell	504,187 -42,665	-8%	-$1.31M	0.13%	188
2022 Q3	$15.3M	Buy	546,852 +8,100	+2%	+$266K	0.19%	118
2022 Q2	$18M	Buy	538,752 +18,507	+4%	+$628K	0.23%	94
2022 Q1	$17.9M	Buy	+520,245	New	+$17.1M	0.22%	91

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Advisor Networks's PECO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Phillips Edison & Co (PECO) stake by 8.6% in Q1 2024, selling an estimated $1.18M and leaving 356,377 shares worth $12.8M. The position accounts for 0.06% of the portfolio, ranked #314.

Cetera Advisor Networks first reported a position in PECO in Q1 2022 and has held it in 9 quarters since. The position peaked at $18M in Q2 2022. 364 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

Cetera Advisor Networks held 356,377 shares of Phillips Edison & Co worth $12.8M as of Q1 2024.
Cetera Advisor Networks sold 33,404 Phillips Edison & Co shares in Q1 2024, an estimated $1.18M.
Phillips Edison & Co made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #314 holding.
Cetera Advisor Networks first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 9 quarters since.
Cetera Advisor Networks's Phillips Edison & Co position peaked at $18M in Q2 2022.
364 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.