Commonwealth Equity Services
PEI

Commonwealth Equity Services’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Commonwealth Equity Services’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,860
Closed -$27K – 3866
2022
Q1 		$27K Sell
2,860
-800
-22% -$10.7K ﹤0.01% 3637
2021
Q4 		$56K Sell
3,660
-168
-4% -$3.6K ﹤0.01% 3522
2021
Q3 		$111K Buy
3,828
+35
+0.9% +$1.07K ﹤0.01% 3401
2021
Q2 		$141K Sell
3,793
-667
-15% -$21.8K ﹤0.01% 3350
2021
Q1 		$128K Sell
4,460
-1,500
-25% -$44.6K ﹤0.01% 3231
2020
Q4 		$89K Buy
5,960
+1,007
+20% +$11.4K ﹤0.01% 3079
2020
Q3 		$41K Hold
4,953
– – ﹤0.01% 2970
2020
Q2 		$101K Buy
4,953
+3,999
+419% +$72.1K ﹤0.01% 2770
2020
Q1 		$13K Buy
954
+241
+34% +$11.7K ﹤0.01% 2781
2019
Q4 		$57K Buy
+713
New +$59.4K ﹤0.01% 2791

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Commonwealth Equity Services's PEI Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 2,860 shares — an estimated $27K sold.

Commonwealth Equity Services first reported a position in PEI in Q4 2019 and held it in 10 quarters. The position peaked at $141K in Q2 2021. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

  • Commonwealth Equity Services reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,860 Pennsylvania Real Estate Investment Trust shares in Q2 2022, an estimated $27K.
  • Commonwealth Equity Services first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2019 and held it in 10 quarters.
  • Commonwealth Equity Services's Pennsylvania Real Estate Investment Trust position peaked at $141K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.