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FNY Investment Advisers’s Phillips Edison & Co PECO Stock Holding History

FNY Investment Advisers’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
Q2 		– Sell
-400
Closed -$13K – 652
2023
Q1 		$13K Buy
+400
New +$13.1K 0.01% 309

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

FNY Investment Advisers's PECO Position: Q2 2023 in Review

FNY Investment Advisers sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 400 shares — an estimated $13K sold.

FNY Investment Advisers first reported a position in PECO in Q1 2023 and held it in 1 quarter. The position peaked at $13K in Q1 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • FNY Investment Advisers reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 400 Phillips Edison & Co shares in Q2 2023, an estimated $13K.
  • FNY Investment Advisers first reported a position in Phillips Edison & Co in Q1 2023 and held it in 1 quarter.
  • FNY Investment Advisers's Phillips Edison & Co position peaked at $13K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on FNY Investment Advisers's 13F filing for Q2 2023, filed 11 Jul 2023.