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TRUADVICE’s Phillips Edison & Co PECO Stock Holding History

TRUADVICE’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
Q3 		$288K Hold
8,575
– – 0.11% 177
2023
Q2 		$310K Hold
8,575
– – 0.11% 176
2023
Q1 		$270K Buy
+8,575
New +$281K 0.11% 187

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUADVICE's PECO Position: Q3 2023 in Review

TRUADVICE held its Phillips Edison & Co (PECO) position steady in Q3 2023 at 8,575 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #177.

TRUADVICE first reported a position in PECO in Q1 2023 and has held it in 3 quarters since. The position peaked at $310K in Q2 2023. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • TRUADVICE held 8,575 shares of Phillips Edison & Co worth $288K as of Q3 2023.
  • TRUADVICE left its Phillips Edison & Co share count unchanged in Q3 2023.
  • Phillips Edison & Co made up 0.11% of TRUADVICE's portfolio in Q3 2023, its #177 holding.
  • TRUADVICE first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 3 quarters since.
  • TRUADVICE's Phillips Edison & Co position peaked at $310K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.