RJA
PECO icon

Raymond James & Associates’s Phillips Edison & Co PECO Stock Holding History

Raymond James & Associates’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
Q3 		– Sell
-24,092
Closed -$788K – 4076
2024
Q2 		$788K Buy
24,092
+30
+0.1% +$978 ﹤0.01% 2787
2024
Q1 		$863K Sell
24,062
-1,001
-4% -$35.4K ﹤0.01% 2690
2023
Q4 		$914K Sell
25,063
-1,574
-6% -$55K ﹤0.01% 2568
2023
Q3 		$893K Hold
26,637
– – ﹤0.01% 2530
2023
Q2 		$908K Sell
26,637
-1,770
-6% -$55.3K ﹤0.01% 2533
2023
Q1 		$927K Buy
28,407
+179
+0.6% +$5.86K ﹤0.01% 2496
2022
Q4 		$899K Sell
28,228
-520
-2% -$16K ﹤0.01% 2492
2022
Q3 		$806K Sell
28,748
-5,715
-17% -$188K ﹤0.01% 2534
2022
Q2 		$1.15M Buy
34,463
+7,264
+27% +$247K ﹤0.01% 2350
2022
Q1 		$935K Buy
+27,199
New +$893K ﹤0.01% 2646

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return