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Fairway Wealth’s Phillips Edison & Co PECO Stock Holding History

Fairway Wealth’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
2025
Q1 		– Sell
-12,173
Closed -$456K – 275
2024
Q4 		$456K Hold
12,173
– – 0.21% 41
2024
Q3 		$459K Hold
12,173
– – 0.23% 35
2024
Q2 		$398K Sell
12,173
-9,259
-43% -$302K 0.23% 34
2024
Q1 		$769K Sell
21,432
-6,420
-23% -$227K 0.52% 30
2023
Q4 		$1.02M Buy
+27,852
New +$974K 0.78% 25

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fairway Wealth's PECO Position: Q1 2025 in Review

Fairway Wealth sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 12,173 shares — an estimated $456K sold.

Fairway Wealth first reported a position in PECO in Q4 2023 and held it in 5 quarters. The position peaked at $1.02M in Q4 2023. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Fairway Wealth reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • Fairway Wealth sold 12,173 Phillips Edison & Co shares in Q1 2025, an estimated $456K.
  • Fairway Wealth first reported a position in Phillips Edison & Co in Q4 2023 and held it in 5 quarters.
  • Fairway Wealth's Phillips Edison & Co position peaked at $1.02M in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Fairway Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.