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

Robertson Stephens 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
Q4 		– Sell
-5,847
Closed -$221K – 622
2024
Q3 		$221K Buy
+5,847
New +$209K 0.01% 585

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Robertson Stephens Wealth Management's PECO Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 5,847 shares — an estimated $221K sold.

Robertson Stephens Wealth Management first reported a position in PECO in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,847 Phillips Edison & Co shares in Q4 2024, an estimated $221K.
  • Robertson Stephens Wealth Management first reported a position in Phillips Edison & Co in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Phillips Edison & Co position peaked at $221K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.