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Focus Partners Advisor Solutions’s Phillips Edison & Co PECO Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-5,311
Closed -$200K – 851
2024
Q3 		$200K Buy
+5,311
New +$189K ﹤0.01% 722
2024
Q2 		– Sell
-5,619
Closed -$202K – 670
2024
Q1 		$202K Buy
+5,619
New +$199K 0.01% 584

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions's PECO Position: Q4 2024 in Review

Focus Partners Advisor Solutions sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 5,311 shares — an estimated $200K sold.

Focus Partners Advisor Solutions first reported a position in PECO in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Focus Partners Advisor Solutions reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 5,311 Phillips Edison & Co shares in Q4 2024, an estimated $200K.
  • Focus Partners Advisor Solutions first reported a position in Phillips Edison & Co in Q1 2024 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Phillips Edison & Co position peaked at $202K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2024, filed 18 Feb 2025.