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Semmax Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Semmax Financial 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
2024
Q3 		– Sell
-628
Closed -$21.7K – 401
2024
Q2 		$21.7K Hold
628
– – 0.01% 190
2024
Q1 		$20.6K Hold
628
– – 0.01% 176
2023
Q4 		$21.6K Hold
628
– – 0.01% 181
2023
Q3 		$21K Buy
+628
New +$21.7K 0.01% 162
2022
Q4 		$21K Hold
628
– – 0.01% 151
2022
Q3 		$19K Hold
628
– – 0.01% 146
2022
Q2 		$21K Hold
628
– – 0.01% 142
2022
Q1 		$22K Buy
+628
New +$20.6K 0.01% 157

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Semmax Financial Advisors's PECO Position: Q3 2024 in Review

Semmax Financial Advisors sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 628 shares — an estimated $21.7K sold.

Semmax Financial Advisors first reported a position in PECO in Q1 2022 and held it in 8 quarters. The position peaked at $22K in Q1 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

  • Semmax Financial Advisors reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 628 Phillips Edison & Co shares in Q3 2024, an estimated $21.7K.
  • Semmax Financial Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 8 quarters.
  • Semmax Financial Advisors's Phillips Edison & Co position peaked at $22K in Q1 2022.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.