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

Private Wealth Management Group’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
2024 Q2	–	Sell	-50	Closed	-$1.79K	–	1589
2024 Q1	$1.79K	Hold	50	–	–	﹤0.01%	1023
2023 Q4	$1.82K	Buy	+50	New	+$1.75K	﹤0.01%	1019

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Private Wealth Management Group's PECO Position: Q2 2024 in Review

Private Wealth Management Group sold out of Phillips Edison & Co (PECO) in Q2 2024, closing a stake of 50 shares — an estimated $1.79K sold.

Private Wealth Management Group first reported a position in PECO in Q4 2023 and held it in 2 quarters. The position peaked at $1.82K in Q4 2023. 373 funds tracked by Wall St. Rank hold PECO as of Q2 2024.

Private Wealth Management Group reported no remaining Phillips Edison & Co position as of Q2 2024 after selling out during the quarter.
Private Wealth Management Group sold 50 Phillips Edison & Co shares in Q2 2024, an estimated $1.79K.
Private Wealth Management Group first reported a position in Phillips Edison & Co in Q4 2023 and held it in 2 quarters.
Private Wealth Management Group's Phillips Edison & Co position peaked at $1.82K in Q4 2023.
373 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.