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GW Henssler & Associates’s Phillips Edison & Co PECO Stock Holding History

GW Henssler & Associates’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
2025
Q1 		– Sell
-6,008
Closed -$227K – 202
2024
Q4 		$227K Hold
6,008
– – 0.01% 151
2024
Q3 		$227K Buy
+6,008
New +$214K 0.01% 155
2024
Q2 		– Sell
-6,008
Closed -$216K – 177
2024
Q1 		$216K Hold
6,008
– – 0.01% 153
2023
Q4 		$219K Hold
6,008
– – 0.01% 145
2023
Q3 		$202K Hold
6,008
– – 0.01% 192
2023
Q2 		$205K Buy
+6,008
New +$188K 0.01% 201
2022
Q3 		– Sell
-6,008
Closed -$201K – 217
2022
Q2 		$201K Hold
6,008
– – 0.01% 216
2022
Q1 		$207K Buy
+6,008
New +$197K 0.01% 217

Other funds holding PECO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return