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GoalVest Advisory’s Phillips Edison & Co PECO Stock Holding History

GoalVest Advisory’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
-6,457
Closed -$206K – 287
2022
Q4 		$206K Buy
+6,457
New +$199K 0.13% 71
2022
Q3 		– Sell
-1,774
Closed -$61K – 294
2022
Q2 		$61K Buy
+1,774
New +$60.2K 0.04% 157

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

GoalVest Advisory's PECO Position: Q1 2023 in Review

GoalVest Advisory sold out of Phillips Edison & Co (PECO) in Q1 2023, closing a stake of 6,457 shares — an estimated $206K sold.

GoalVest Advisory first reported a position in PECO in Q2 2022 and held it in 2 quarters. The position peaked at $206K in Q4 2022. 347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • GoalVest Advisory reported no remaining Phillips Edison & Co position as of Q1 2023 after selling out during the quarter.
  • GoalVest Advisory sold 6,457 Phillips Edison & Co shares in Q1 2023, an estimated $206K.
  • GoalVest Advisory first reported a position in Phillips Edison & Co in Q2 2022 and held it in 2 quarters.
  • GoalVest Advisory's Phillips Edison & Co position peaked at $206K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.