PSI Advisors’s Phillips Edison & Co PECO Stock Holding History

PSI Advisors’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 Q3	–	Sell	-3,588	Closed	-$122K	–	880
2023 Q2	$122K	Buy	+3,588	New	+$112K	0.05%	152

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PSI Advisors's PECO Position: Q3 2023 in Review

PSI Advisors sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 3,588 shares — an estimated $122K sold.

PSI Advisors first reported a position in PECO in Q2 2023 and held it in 1 quarter. The position peaked at $122K in Q2 2023. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

PSI Advisors reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
PSI Advisors sold 3,588 Phillips Edison & Co shares in Q3 2023, an estimated $122K.
PSI Advisors first reported a position in Phillips Edison & Co in Q2 2023 and held it in 1 quarter.
PSI Advisors's Phillips Edison & Co position peaked at $122K in Q2 2023.
359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.