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Regal Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Regal Investment 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
Q2 		– Sell
-10,156
Closed -$331K – 537
2023
Q1 		$331K Sell
10,156
-239
-2% -$7.82K 0.03% 364
2022
Q4 		$331K Sell
10,395
-2,337
-18% -$71.9K 0.03% 358
2022
Q3 		$357K Sell
12,732
-3,321
-21% -$109K 0.04% 325
2022
Q2 		$536K Buy
16,053
+555
+4% +$18.8K 0.06% 272
2022
Q1 		$533K Buy
+15,498
New +$509K 0.05% 300

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's PECO Position: Q2 2023 in Review

Regal Investment Advisors sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 10,156 shares — an estimated $331K sold.

Regal Investment Advisors first reported a position in PECO in Q1 2022 and held it in 5 quarters. The position peaked at $536K in Q2 2022. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Regal Investment Advisors reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 10,156 Phillips Edison & Co shares in Q2 2023, an estimated $331K.
  • Regal Investment Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 5 quarters.
  • Regal Investment Advisors's Phillips Edison & Co position peaked at $536K in Q2 2022.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.