FinTrust Capital Advisors’s Phillips Edison & Co PECO Stock Holding History

FinTrust Capital Advisors’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	$25.6K	Hold	680	–	–	﹤0.01%	754
2024 Q2	$22.2K	Hold	680	–	–	﹤0.01%	742
2024 Q1	$24.4K	Hold	680	–	–	﹤0.01%	701
2023 Q4	$24.8K	Hold	680	–	–	﹤0.01%	656
2023 Q3	$22.8K	Hold	680	–	–	0.01%	632
2023 Q2	$21.7K	Hold	680	–	–	0.01%	636
2023 Q1	$21.7K	Hold	680	–	–	0.01%	633
2022 Q4	$21.7K	Hold	680	–	–	0.01%	631
2022 Q3	$20K	Hold	680	–	–	0.01%	721
2022 Q2	$23K	Hold	680	–	–	0.01%	703
2022 Q1	$23K	Buy	+680	New	+$22.3K	0.01%	738

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

FinTrust Capital Advisors's PECO Position: Q3 2024 in Review

FinTrust Capital Advisors held its Phillips Edison & Co (PECO) position steady in Q3 2024 at 680 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

FinTrust Capital Advisors first reported a position in PECO in Q1 2022 and has held it in 11 quarters since. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

FinTrust Capital Advisors held 680 shares of Phillips Edison & Co worth $25.6K as of Q3 2024.
FinTrust Capital Advisors left its Phillips Edison & Co share count unchanged in Q3 2024.
Phillips Edison & Co made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #754 holding.
FinTrust Capital Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 11 quarters since.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.