Empower Advisory Group
PECO icon

Empower Advisory Group’s Phillips Edison & Co PECO Stock Holding History

Empower Advisory 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
Q1 		– Sell
-9,344
Closed -$341K – 510
2023
Q4 		$341K Hold
9,344
– – ﹤0.01% 365
2023
Q3 		$313K Hold
9,344
– – ﹤0.01% 367
2023
Q2 		$318K Hold
9,344
– – ﹤0.01% 375
2023
Q1 		$304K Buy
+9,344
New +$306K ﹤0.01% 382

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

Empower Advisory Group's PECO Position: Q1 2024 in Review

Empower Advisory Group sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 9,344 shares — an estimated $341K sold.

Empower Advisory Group first reported a position in PECO in Q1 2023 and held it in 4 quarters. The position peaked at $341K in Q4 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Empower Advisory Group reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Empower Advisory Group sold 9,344 Phillips Edison & Co shares in Q1 2024, an estimated $341K.
  • Empower Advisory Group first reported a position in Phillips Edison & Co in Q1 2023 and held it in 4 quarters.
  • Empower Advisory Group's Phillips Edison & Co position peaked at $341K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Empower Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.