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Legacy Wealth Management (Idaho)’s Phillips Edison & Co PECO Stock Holding History

Legacy Wealth Management (Idaho)’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
-933
Closed -$34.8K – 849
2024
Q4 		$34.8K Hold
933
– – 0.02% 150
2024
Q3 		$36.5K Buy
+933
New +$33.3K 0.02% 141

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

Legacy Wealth Management (Idaho)'s PECO Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 933 shares — an estimated $34.8K sold.

Legacy Wealth Management (Idaho) first reported a position in PECO in Q3 2024 and held it in 2 quarters. The position peaked at $36.5K in Q3 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 933 Phillips Edison & Co shares in Q1 2025, an estimated $34.8K.
  • Legacy Wealth Management (Idaho) first reported a position in Phillips Edison & Co in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Phillips Edison & Co position peaked at $36.5K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.