Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Phillips Edison & Co PECO Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,916
Closed -$64.3K – 374
2023
Q3 		$64.3K Buy
+1,916
New +$66.2K 0.02% 164

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Fidelity Investments
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Charles Schwab
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Morgan Stanley
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Macquarie Group
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Legacy Financial Group (Iowa)'s PECO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Phillips Edison & Co (PECO) in Q4 2023, closing a stake of 1,916 shares — an estimated $64.3K sold.

Legacy Financial Group (Iowa) first reported a position in PECO in Q3 2023 and held it in 1 quarter. The position peaked at $64.3K in Q3 2023. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Phillips Edison & Co position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,916 Phillips Edison & Co shares in Q4 2023, an estimated $64.3K.
  • Legacy Financial Group (Iowa) first reported a position in Phillips Edison & Co in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Phillips Edison & Co position peaked at $64.3K in Q3 2023.
  • 381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.