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

Mission 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
2023
Q2 		– Sell
-17,153
Closed -$560K – 566
2023
Q1 		$560K Hold
17,153
– – 0.02% 309
2022
Q4 		$546K Hold
17,153
– – 0.03% 298
2022
Q3 		$481K Hold
17,153
– – 0.03% 298
2022
Q2 		$573K Hold
17,153
– – 0.03% 279
2022
Q1 		$590K Buy
+17,153
New +$563K 0.03% 282

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mission Wealth Management's PECO Position: Q2 2023 in Review

Mission Wealth Management sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 17,153 shares — an estimated $560K sold.

Mission Wealth Management first reported a position in PECO in Q1 2022 and held it in 5 quarters. The position peaked at $590K in Q1 2022. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Mission Wealth Management reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • Mission Wealth Management sold 17,153 Phillips Edison & Co shares in Q2 2023, an estimated $560K.
  • Mission Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 5 quarters.
  • Mission Wealth Management's Phillips Edison & Co position peaked at $590K in Q1 2022.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.