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SOA Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

SOA Wealth 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
Q4 		– Sell
-332
Closed -$12.5K – 894
2024
Q3 		$12.5K Hold
332
– – ﹤0.01% 514
2024
Q2 		$10.9K Hold
332
– – ﹤0.01% 528
2024
Q1 		$11.9K Hold
332
– – ﹤0.01% 515
2023
Q4 		$12.1K Hold
332
– – ﹤0.01% 497
2023
Q3 		$11.1K Hold
332
– – ﹤0.01% 508
2023
Q2 		$11.3K Hold
332
– – ﹤0.01% 519
2023
Q1 		$10.8K Hold
332
– – ﹤0.01% 517
2022
Q4 		$10.6K Hold
332
– – ﹤0.01% 513
2022
Q3 		$9K Buy
+332
New +$10.9K ﹤0.01% 527

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SOA Wealth Advisors's PECO Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 332 shares — an estimated $12.5K sold.

SOA Wealth Advisors first reported a position in PECO in Q3 2022 and held it in 9 quarters. The position peaked at $12.5K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 332 Phillips Edison & Co shares in Q4 2024, an estimated $12.5K.
  • SOA Wealth Advisors first reported a position in Phillips Edison & Co in Q3 2022 and held it in 9 quarters.
  • SOA Wealth Advisors's Phillips Edison & Co position peaked at $12.5K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.