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Curi Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Curi Wealth Management’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 		– Sell
-27,942
Closed -$1.02M – 99
2023
Q4 		$1.02M Sell
27,942
-3,090
-10% -$108K 0.14% 64
2023
Q3 		$1.04M Sell
31,032
-3,641
-11% -$126K 0.16% 64
2023
Q2 		$1.18M Sell
34,673
-3,321
-9% -$104K 0.16% 63
2023
Q1 		$1.24M Sell
37,994
-3,559
-9% -$116K 0.18% 61
2022
Q4 		$1.32M Sell
41,553
-4,003
-9% -$123K 0.19% 66
2022
Q3 		$1.28M Buy
45,556
+45,156
+11,289% +$1.48M 0.21% 60
2022
Q2 		$13K Buy
400
+1
+0.3% +$34 ﹤0.01% 349
2022
Q1 		$13K Buy
+399
New +$13.1K ﹤0.01% 330

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

Curi Wealth Management's PECO Position: Q1 2024 in Review

Curi Wealth Management sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 27,942 shares — an estimated $1.02M sold.

Curi Wealth Management first reported a position in PECO in Q1 2022 and held it in 8 quarters. The position peaked at $1.32M in Q4 2022. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Curi Wealth Management reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 27,942 Phillips Edison & Co shares in Q1 2024, an estimated $1.02M.
  • Curi Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 8 quarters.
  • Curi Wealth Management's Phillips Edison & Co position peaked at $1.32M in Q4 2022.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.