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Coppell Advisory Solutions Corp’s Phillips Edison & Co PECO Stock Holding History

Coppell Advisory Solutions Corp’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 		$607K Buy
+16,915
New +$598K 0.11% 143
2023
Q1 		$1.05M Buy
33,243
+2,683
+9% +$87.8K 0.35% 82
2022
Q4 		$973K Buy
+30,560
New +$940K 0.33% 76

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions Corp's PECO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Phillips Edison & Co (PECO) in Q1 2024: 16,915 shares worth $607K. The stake represents 0.11% of the portfolio and ranks #143 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in PECO as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in PECO in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.05M in Q1 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 16,915 shares of Phillips Edison & Co worth $607K as of Q1 2024.
  • Phillips Edison & Co was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Phillips Edison & Co made up 0.11% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #143 holding.
  • Coppell Advisory Solutions Corp first reported a position in Phillips Edison & Co in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Phillips Edison & Co position peaked at $1.05M in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.