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Simplicity Wealth’s Phillips Edison & Co PECO Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-37,882
Closed -$1.06M – 73
2022
Q3 		$1.06M Buy
+37,882
New +$1.25M 1.43% 25

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Simplicity Wealth's PECO Position: Q4 2022 in Review

Simplicity Wealth sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 37,882 shares — an estimated $1.06M sold.

Simplicity Wealth first reported a position in PECO in Q3 2022 and held it in 1 quarter. The position peaked at $1.06M in Q3 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Simplicity Wealth reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Simplicity Wealth sold 37,882 Phillips Edison & Co shares in Q4 2022, an estimated $1.06M.
  • Simplicity Wealth first reported a position in Phillips Edison & Co in Q3 2022 and held it in 1 quarter.
  • Simplicity Wealth's Phillips Edison & Co position peaked at $1.06M in Q3 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Simplicity Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.