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Lake Point Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Lake Point Wealth Management’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
Q2 		$17K Hold
506
– – 0.01% 126
2022
Q1 		$17K Buy
+506
New +$16.6K 0.01% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's PECO Position: Q2 2022 in Review

Lake Point Wealth Management held its Phillips Edison & Co (PECO) position steady in Q2 2022 at 506 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #126.

Lake Point Wealth Management first reported a position in PECO in Q1 2022 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold PECO as of Q2 2022.

  • Lake Point Wealth Management held 506 shares of Phillips Edison & Co worth $17K as of Q2 2022.
  • Lake Point Wealth Management left its Phillips Edison & Co share count unchanged in Q2 2022.
  • Phillips Edison & Co made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #126 holding.
  • Lake Point Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.