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

Soltis 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 Q1	–	Sell	-6,340	Closed	-$231K	–	308
2023 Q4	$231K	Sell	6,340 -3,519	-36%	-$123K	0.03%	257
2023 Q3	$331K	Sell	9,859 -867	-8%	-$30K	0.04%	213
2023 Q2	$366K	Sell	10,726 -10,408	-49%	-$325K	0.04%	197
2023 Q1	$689K	Sell	21,134 -2,746	-11%	-$89.9K	0.09%	147
2022 Q4	$760K	Sell	23,880 -327	-1%	-$10.1K	0.1%	139
2022 Q3	$679K	Hold	24,207	–	–	0.1%	143
2022 Q2	$809K	Sell	24,207 -8,839	-27%	-$300K	0.12%	136
2022 Q1	$1.14M	Buy	+33,046	New	+$1.08M	0.16%	120

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Soltis Investment Advisors's PECO Position: Q1 2024 in Review

Soltis Investment Advisors sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 6,340 shares — an estimated $231K sold.

Soltis Investment Advisors first reported a position in PECO in Q1 2022 and held it in 8 quarters. The position peaked at $1.14M in Q1 2022. 364 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

Soltis Investment Advisors reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
Soltis Investment Advisors sold 6,340 Phillips Edison & Co shares in Q1 2024, an estimated $231K.
Soltis Investment Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 8 quarters.
Soltis Investment Advisors's Phillips Edison & Co position peaked at $1.14M in Q1 2022.
364 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Soltis Investment Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.