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GPS Wealth Strategies Group’s Phillips Edison & Co PECO Stock Holding History

GPS Wealth Strategies Group’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
-5,825
Closed -$163K – 801
2022
Q3 		$163K Buy
5,825
+47
+0.8% +$1.54K 0.04% 229
2022
Q2 		$193K Buy
+5,778
New +$196K 0.05% 217

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

GPS Wealth Strategies Group's PECO Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 5,825 shares — an estimated $163K sold.

GPS Wealth Strategies Group first reported a position in PECO in Q2 2022 and held it in 2 quarters. The position peaked at $193K in Q2 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • GPS Wealth Strategies Group reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 5,825 Phillips Edison & Co shares in Q4 2022, an estimated $163K.
  • GPS Wealth Strategies Group first reported a position in Phillips Edison & Co in Q2 2022 and held it in 2 quarters.
  • GPS Wealth Strategies Group's Phillips Edison & Co position peaked at $193K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.