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Patriot Financial Group Insurance Agency’s Phillips Edison & Co PECO Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1,213
Closed -$41K – 1497
2022
Q2 		$41K Buy
+1,213
New +$41.2K 0.01% 793

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Patriot Financial Group Insurance Agency's PECO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Phillips Edison & Co (PECO) in Q3 2022, closing a stake of 1,213 shares — an estimated $41K sold.

Patriot Financial Group Insurance Agency first reported a position in PECO in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Phillips Edison & Co position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,213 Phillips Edison & Co shares in Q3 2022, an estimated $41K.
  • Patriot Financial Group Insurance Agency first reported a position in Phillips Edison & Co in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Phillips Edison & Co position peaked at $41K in Q2 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.