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Ropes Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Ropes Wealth 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
2022
Q2 		– Sell
-19,860
Closed -$683K – 281
2022
Q1 		$683K Buy
+19,860
New +$652K 0.12% 161

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ropes Wealth Advisors's PECO Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q2 2022, closing a stake of 19,860 shares — an estimated $683K sold.

Ropes Wealth Advisors first reported a position in PECO in Q1 2022 and held it in 1 quarter. The position peaked at $683K in Q1 2022. 342 funds tracked by Wall St. Rank hold PECO as of Q2 2022.

  • Ropes Wealth Advisors reported no remaining Phillips Edison & Co position as of Q2 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 19,860 Phillips Edison & Co shares in Q2 2022, an estimated $683K.
  • Ropes Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 1 quarter.
  • Ropes Wealth Advisors's Phillips Edison & Co position peaked at $683K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.