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Foresight Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Foresight Wealth 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
2022
Q4 		– Sell
-10,977
Closed -$308K – 80
2022
Q3 		$308K Sell
10,977
-825
-7% -$27.1K 0.07% 81
2022
Q2 		$394K Sell
11,802
-1,428
-11% -$48.5K 0.08% 75
2022
Q1 		$455K Buy
+13,230
New +$434K 0.08% 71

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Foresight Wealth Management's PECO Position: Q4 2022 in Review

Foresight Wealth Management sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 10,977 shares — an estimated $308K sold.

Foresight Wealth Management first reported a position in PECO in Q1 2022 and held it in 3 quarters. The position peaked at $455K in Q1 2022. 343 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Foresight Wealth Management reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 10,977 Phillips Edison & Co shares in Q4 2022, an estimated $308K.
  • Foresight Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 3 quarters.
  • Foresight Wealth Management's Phillips Edison & Co position peaked at $455K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.