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Lloyd Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Lloyd Advisory Services’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 		– Sell
-762
Closed -$26K – 414
2022
Q1 		$26K Buy
+762
New +$25K 0.01% 311

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Wellington Management Group
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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

Lloyd Advisory Services's PECO Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Phillips Edison & Co (PECO) in Q2 2022, closing a stake of 762 shares — an estimated $26K sold.

Lloyd Advisory Services first reported a position in PECO in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 342 funds tracked by Wall St. Rank hold PECO as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Phillips Edison & Co position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 762 Phillips Edison & Co shares in Q2 2022, an estimated $26K.
  • Lloyd Advisory Services first reported a position in Phillips Edison & Co in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Phillips Edison & Co position peaked at $26K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.