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

Coppell Advisory Solutions’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
2026
Q1 		– Sell
-21,516
Closed -$772K – 253
2025
Q4 		$772K Buy
21,516
+1,204
+6% +$41.8K 0.08% 196
2025
Q3 		$695K Sell
20,312
-719
-3% -$24.9K 0.07% 208
2025
Q2 		$734K Buy
21,031
+8,598
+69% +$304K 0.09% 185
2025
Q1 		$2.12M Sell
12,433
-5,392
-30% -$195K 0.29% 70
2024
Q4 		$663K Sell
17,825
-196
-1% -$7.47K 0.09% 147
2024
Q3 		$671K Sell
18,021
-690
-4% -$24.6K 0.1% 150
2024
Q2 		$612K Buy
+18,711
New +$610K 0.1% 143
2023
Q4 		$921K Sell
25,243
-5,317
-17% -$186K 0.18% 116
2023
Q3 		$973K Sell
30,560
-7,684
-20% -$266K 0.33% 73
2023
Q2 		$1.3M Buy
38,244
+5,001
+15% +$156K 0.37% 65
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return