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

Clarus 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
2023 Q2	$207K	Buy	+6,254	New	+$195K	0.13%	117

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's PECO Position: Q2 2023 in Review

Clarus Wealth Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2023: 6,254 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

Clarus Wealth Advisors held 6,254 shares of Phillips Edison & Co worth $207K as of Q2 2023.
Phillips Edison & Co was a new Clarus Wealth Advisors position in Q2 2023.
Phillips Edison & Co made up 0.13% of Clarus Wealth Advisors's portfolio in Q2 2023, its #117 holding.
365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.