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Heritage Wealth Management (Arizona)’s Phillips Edison & Co PECO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-1,754
Closed -$58.6K – 1081
2022
Q2 		$58.6K Hold
1,754
– – 0.02% 390
2022
Q1 		$60K Buy
+1,754
New +$57.6K 0.02% 448

Other funds holding PECO

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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Heritage Wealth Management (Arizona)'s PECO Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Phillips Edison & Co (PECO) in Q3 2022, closing a stake of 1,754 shares — an estimated $58.6K sold.

Heritage Wealth Management (Arizona) first reported a position in PECO in Q1 2022 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Phillips Edison & Co position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,754 Phillips Edison & Co shares in Q3 2022, an estimated $58.6K.
  • Heritage Wealth Management (Arizona) first reported a position in Phillips Edison & Co in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Phillips Edison & Co position peaked at $60K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.