Raymond James Financial Services Advisors’s Phillips Edison & Co PECO Stock Holding History

Raymond James Financial Services 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
2024 Q3	$969K	Sell	25,703 -1,999	-7%	-$71.3K	﹤0.01%	2187
2024 Q2	$906K	Sell	27,702 -557	-2%	-$18.2K	﹤0.01%	2149
2024 Q1	$1.01M	Sell	28,259 -24	-0.1%	-$848	﹤0.01%	2055
2023 Q4	$1.03M	Sell	28,283 -632	-2%	-$22.1K	﹤0.01%	1965
2023 Q3	$970K	Sell	28,915 -499	-2%	-$17.3K	﹤0.01%	1928
2023 Q2	$1M	Sell	29,414 -19,542	-40%	-$610K	﹤0.01%	1929
2023 Q1	$1.6M	Sell	48,956 -4,886	-9%	-$160K	﹤0.01%	1622
2022 Q4	$1.71M	Sell	53,842 -7,102	-12%	-$218K	﹤0.01%	1528
2022 Q3	$1.71M	Sell	60,944 -2,859	-4%	-$94K	﹤0.01%	1510
2022 Q2	$2.13M	Buy	63,803 +1,097	+2%	+$37.2K	﹤0.01%	1400
2022 Q1	$2.16M	Buy	+62,706	New	+$2.06M	﹤0.01%	1440

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $935B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Raymond James Financial Services Advisors's PECO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Phillips Edison & Co (PECO) stake by 7.2% in Q3 2024, selling an estimated $71.3K and leaving 25,703 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Raymond James Financial Services Advisors first reported a position in PECO in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.16M in Q1 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

Raymond James Financial Services Advisors held 25,703 shares of Phillips Edison & Co worth $969K as of Q3 2024.
Raymond James Financial Services Advisors sold 1,999 Phillips Edison & Co shares in Q3 2024, an estimated $71.3K.
Phillips Edison & Co made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2187 holding.
Raymond James Financial Services Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 11 quarters since.
Raymond James Financial Services Advisors's Phillips Edison & Co position peaked at $2.16M in Q1 2022.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.