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Tri-Star Advisors’s Phillips Edison & Co PECO Stock Holding History

Tri-Star 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
-716
Closed -$23.4K – 27
2023
Q1 		$23.4K Buy
+716
New +$23.4K 0.34% 21

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

Tri-Star Advisors's PECO Position: Q2 2023 in Review

Tri-Star Advisors sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 716 shares — an estimated $23.4K sold.

Tri-Star Advisors first reported a position in PECO in Q1 2023 and held it in 1 quarter. The position peaked at $23.4K in Q1 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Tri-Star Advisors reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • Tri-Star Advisors sold 716 Phillips Edison & Co shares in Q2 2023, an estimated $23.4K.
  • Tri-Star Advisors first reported a position in Phillips Edison & Co in Q1 2023 and held it in 1 quarter.
  • Tri-Star Advisors's Phillips Edison & Co position peaked at $23.4K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Tri-Star Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.