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Snowden Capital Advisors’s Phillips Edison & Co PECO Stock Holding History

Snowden Capital 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
Q3 		– Sell
-6,666
Closed -$222K – 1156
2022
Q2 		$222K Hold
6,666
– – 0.01% 1003
2022
Q1 		$229K Buy
+6,666
New +$219K 0.01% 925

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Snowden Capital Advisors's PECO Position: Q3 2022 in Review

Snowden Capital Advisors sold out of Phillips Edison & Co (PECO) in Q3 2022, closing a stake of 6,666 shares — an estimated $222K sold.

Snowden Capital Advisors first reported a position in PECO in Q1 2022 and held it in 2 quarters. The position peaked at $229K in Q1 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • Snowden Capital Advisors reported no remaining Phillips Edison & Co position as of Q3 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 6,666 Phillips Edison & Co shares in Q3 2022, an estimated $222K.
  • Snowden Capital Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 2 quarters.
  • Snowden Capital Advisors's Phillips Edison & Co position peaked at $229K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on Snowden Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.