StrategIQ Financial Group’s Phillips Edison & Co PECO Stock Holding History

StrategIQ Financial Group’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
2023 Q4	$816K	Buy	22,364 +547	+3%	+$19.1K	0.09%	164
2023 Q3	$732K	Buy	21,817 +1,953	+10%	+$67.5K	0.08%	171
2023 Q2	$677K	Buy	19,864 +703	+4%	+$21.9K	0.08%	179
2023 Q1	$625K	Buy	19,161 +453	+2%	+$14.8K	0.07%	172
2022 Q4	$596K	Buy	18,708 +2,914	+18%	+$89.6K	0.07%	178
2022 Q3	$443K	Buy	15,794 +1,125	+8%	+$37K	0.06%	193
2022 Q2	$490K	Buy	14,669 +5,871	+67%	+$199K	0.06%	188
2022 Q1	$303K	Buy	+8,798	New	+$289K	0.03%	249

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

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

Fidelity Investments

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group

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