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

TCI 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
2023
Q2 		– Sell
-189
Closed -$6.17K – 1640
2023
Q1 		$6.17K Buy
+189
New +$6.18K ﹤0.01% 1386
2022
Q4 		– Sell
-189
Closed -$5K – 2618
2022
Q3 		$5K Buy
189
+43
+29% +$1.41K ﹤0.01% 1498
2022
Q2 		$5K Buy
+146
New +$4.96K ﹤0.01% 1517

Other funds holding PECO

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

TCI Wealth Advisors's PECO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 189 shares — an estimated $6.17K sold.

TCI Wealth Advisors first reported a position in PECO in Q2 2022 and held it in 3 quarters. The position peaked at $6.17K in Q1 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 189 Phillips Edison & Co shares in Q2 2023, an estimated $6.17K.
  • TCI Wealth Advisors first reported a position in Phillips Edison & Co in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Phillips Edison & Co position peaked at $6.17K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.