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Ritter Daniher Financial Advisory’s Phillips Edison & Co PECO Stock Holding History

Ritter Daniher Financial Advisory’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
-1,331
Closed -$45.4K – 371
2023
Q2 		$45.4K Hold
1,331
– – 0.02% 142
2023
Q1 		$43.4K Hold
1,331
– – 0.02% 147
2022
Q4 		$42.4K Hold
1,331
– – 0.02% 157
2022
Q3 		$37K Hold
1,331
– – 0.03% 131
2022
Q2 		$44K Hold
1,331
– – 0.03% 116
2022
Q1 		$46K Buy
+1,331
New +$43.7K 0.03% 116

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

Ritter Daniher Financial Advisory's PECO Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 1,331 shares — an estimated $45.4K sold.

Ritter Daniher Financial Advisory first reported a position in PECO in Q1 2022 and held it in 6 quarters. The position peaked at $46K in Q1 2022. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • Ritter Daniher Financial Advisory reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 1,331 Phillips Edison & Co shares in Q3 2023, an estimated $45.4K.
  • Ritter Daniher Financial Advisory first reported a position in Phillips Edison & Co in Q1 2022 and held it in 6 quarters.
  • Ritter Daniher Financial Advisory's Phillips Edison & Co position peaked at $46K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.