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

Rise 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
-874
Closed -$30.2K – 664
2023
Q2 		$29.8K Buy
874
+8
+0.9% +$250 0.02% 199
2023
Q1 		$28.3K Buy
866
+7
+0.8% +$229 0.02% 214
2022
Q4 		$27.4K Buy
859
+8
+0.9% +$246 0.02% 210
2022
Q3 		$24K Buy
851
+7
+0.8% +$230 0.02% 220
2022
Q2 		$28K Buy
844
+6
+0.7% +$204 0.03% 200
2022
Q1 		$29K Buy
+838
New +$27.5K 0.03% 207

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

Rise Advisors's PECO Position: Q3 2023 in Review

Rise Advisors sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 874 shares — an estimated $30.2K sold.

Rise Advisors first reported a position in PECO in Q1 2022 and held it in 6 quarters. The position peaked at $29.8K in Q2 2023. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • Rise Advisors reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
  • Rise Advisors sold 874 Phillips Edison & Co shares in Q3 2023, an estimated $30.2K.
  • Rise Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 6 quarters.
  • Rise Advisors's Phillips Edison & Co position peaked at $29.8K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.