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First Personal Financial Services’s Phillips Edison & Co PECO Stock Holding History

First Personal Financial Services’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
2023
Q1 		– Sell
-522
Closed -$16.6K – 426
2022
Q4 		$16.6K Hold
522
– – ﹤0.01% 302
2022
Q3 		$15K Hold
522
– – ﹤0.01% 308
2022
Q2 		$17K Hold
522
– – ﹤0.01% 245
2022
Q1 		$18K Buy
+522
New +$17.1K ﹤0.01% 256

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Personal Financial Services's PECO Position: Q1 2023 in Review

First Personal Financial Services sold out of Phillips Edison & Co (PECO) in Q1 2023, closing a stake of 522 shares — an estimated $16.6K sold.

First Personal Financial Services first reported a position in PECO in Q1 2022 and held it in 4 quarters. The position peaked at $18K in Q1 2022. 347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • First Personal Financial Services reported no remaining Phillips Edison & Co position as of Q1 2023 after selling out during the quarter.
  • First Personal Financial Services sold 522 Phillips Edison & Co shares in Q1 2023, an estimated $16.6K.
  • First Personal Financial Services first reported a position in Phillips Edison & Co in Q1 2022 and held it in 4 quarters.
  • First Personal Financial Services's Phillips Edison & Co position peaked at $18K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.