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Financial Advocates Investment Management’s Phillips Edison & Co PECO Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-10,550
Closed -$378K – 804
2024
Q1 		$378K Buy
10,550
+1,361
+15% +$48.1K 0.02% 522
2023
Q4 		$335K Buy
+9,189
New +$321K 0.02% 516

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Advocates Investment Management's PECO Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Phillips Edison & Co (PECO) in Q2 2024, closing a stake of 10,550 shares — an estimated $378K sold.

Financial Advocates Investment Management first reported a position in PECO in Q4 2023 and held it in 2 quarters. The position peaked at $378K in Q1 2024. 373 funds tracked by Wall St. Rank hold PECO as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Phillips Edison & Co position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,550 Phillips Edison & Co shares in Q2 2024, an estimated $378K.
  • Financial Advocates Investment Management first reported a position in Phillips Edison & Co in Q4 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's Phillips Edison & Co position peaked at $378K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.