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

SeaCrest 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
2022
Q3 		– Sell
-2,432
Closed -$81K – 1243
2022
Q2 		$81K Buy
+2,432
New +$82.6K 0.01% 942

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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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's PECO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Phillips Edison & Co (PECO) in Q3 2022, closing a stake of 2,432 shares — an estimated $81K sold.

SeaCrest Wealth Management first reported a position in PECO in Q2 2022 and held it in 1 quarter. The position peaked at $81K in Q2 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Phillips Edison & Co position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,432 Phillips Edison & Co shares in Q3 2022, an estimated $81K.
  • SeaCrest Wealth Management first reported a position in Phillips Edison & Co in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Phillips Edison & Co position peaked at $81K in Q2 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.