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Cornerstone Planning Group’s Phillips Edison & Co PECO Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-544
Closed -$18.4K – 1349
2024
Q2 		$18.4K Buy
+544
New +$17.7K 0.01% 325

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Cornerstone Planning Group's PECO Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 544 shares — an estimated $18.4K sold.

Cornerstone Planning Group first reported a position in PECO in Q2 2024 and held it in 1 quarter. The position peaked at $18.4K in Q2 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 544 Phillips Edison & Co shares in Q3 2024, an estimated $18.4K.
  • Cornerstone Planning Group first reported a position in Phillips Edison & Co in Q2 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Phillips Edison & Co position peaked at $18.4K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.