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

Revisor Wealth Management’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
-9,627
Closed -$315K – 181
2024
Q2 		$315K Sell
9,627
-9,501
-50% -$310K 0.22% 113
2024
Q1 		$692K Buy
+19,128
New +$676K 0.31% 76
2023
Q4 		– Sell
-14,857
Closed -$498K – 161
2023
Q3 		$498K Hold
14,857
– – 0.42% 52
2023
Q2 		$506K Buy
14,857
+2,368
+19% +$73.9K 0.45% 49
2023
Q1 		$407K Buy
+12,489
New +$409K 0.37% 67

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

Revisor Wealth Management's PECO Position: Q3 2024 in Review

Revisor Wealth Management sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 9,627 shares — an estimated $315K sold.

Revisor Wealth Management first reported a position in PECO in Q1 2023 and held it in 5 quarters. The position peaked at $692K in Q1 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

  • Revisor Wealth Management reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
  • Revisor Wealth Management sold 9,627 Phillips Edison & Co shares in Q3 2024, an estimated $315K.
  • Revisor Wealth Management first reported a position in Phillips Edison & Co in Q1 2023 and held it in 5 quarters.
  • Revisor Wealth Management's Phillips Edison & Co position peaked at $692K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Revisor Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.