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Forvis Mazars Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Forvis Mazars Wealth 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
2023
Q1 		– Sell
-15,109
Closed -$481K – 413
2022
Q4 		$481K Buy
+15,109
New +$465K 0.02% 265
2022
Q3 		– Sell
-6,666
Closed -$223K – 394
2022
Q2 		$223K Buy
+6,666
New +$226K 0.01% 362

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

Forvis Mazars Wealth Advisors's PECO Position: Q1 2023 in Review

Forvis Mazars Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q1 2023, closing a stake of 15,109 shares — an estimated $481K sold.

Forvis Mazars Wealth Advisors first reported a position in PECO in Q2 2022 and held it in 2 quarters. The position peaked at $481K in Q4 2022. 347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • Forvis Mazars Wealth Advisors reported no remaining Phillips Edison & Co position as of Q1 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 15,109 Phillips Edison & Co shares in Q1 2023, an estimated $481K.
  • Forvis Mazars Wealth Advisors first reported a position in Phillips Edison & Co in Q2 2022 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Phillips Edison & Co position peaked at $481K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.