Sheaff Brock Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Sheaff Brock Investment 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 Q2	–	Sell	-7,597	Closed	-$273K	–	502
2024 Q1	$273K	Sell	7,597 -2,180	-22%	-$77K	0.02%	373
2023 Q4	$357K	Hold	9,777	–	–	0.03%	321
2023 Q3	$328K	Buy	9,777 +17	+0.2%	+$588	0.03%	309
2023 Q2	$333K	Sell	9,760 -971	-9%	-$30.3K	0.03%	329
2023 Q1	$350K	Buy	10,731 +26	+0.2%	+$851	0.03%	324
2022 Q4	$341K	Buy	10,705 +32	+0.3%	+$984	0.03%	316
2022 Q3	$299K	Sell	10,673 -1,962	-16%	-$64.5K	0.03%	331
2022 Q2	$422K	Buy	+12,635	New	+$429K	0.04%	271

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's PECO Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Phillips Edison & Co (PECO) in Q2 2024, closing a stake of 7,597 shares — an estimated $273K sold.

Sheaff Brock Investment Advisors first reported a position in PECO in Q2 2022 and held it in 8 quarters. The position peaked at $422K in Q2 2022. 373 funds tracked by Wall St. Rank hold PECO as of Q2 2024.

Sheaff Brock Investment Advisors reported no remaining Phillips Edison & Co position as of Q2 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,597 Phillips Edison & Co shares in Q2 2024, an estimated $273K.
Sheaff Brock Investment Advisors first reported a position in Phillips Edison & Co in Q2 2022 and held it in 8 quarters.
Sheaff Brock Investment Advisors's Phillips Edison & Co position peaked at $422K in Q2 2022.
373 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.