Truist Financial
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Truist Financial’s Phillips Edison & Co PECO Stock Holding History

Truist Financial’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
Q1 		– Sell
-16,237
Closed -$517K – 2647
2022
Q4 		$517K Sell
16,237
-4,123
-20% -$127K ﹤0.01% 1932
2022
Q3 		$571K Buy
20,360
+1,328
+7% +$43.7K ﹤0.01% 1755
2022
Q2 		$635K Buy
19,032
+265
+1% +$9K ﹤0.01% 1763
2022
Q1 		$646K Buy
+18,767
New +$616K ﹤0.01% 1849

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Truist Financial's PECO Position: Q1 2023 in Review

Truist Financial sold out of Phillips Edison & Co (PECO) in Q1 2023, closing a stake of 16,237 shares — an estimated $517K sold.

Truist Financial first reported a position in PECO in Q1 2022 and held it in 4 quarters. The position peaked at $646K in Q1 2022. 347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • Truist Financial reported no remaining Phillips Edison & Co position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 16,237 Phillips Edison & Co shares in Q1 2023, an estimated $517K.
  • Truist Financial first reported a position in Phillips Edison & Co in Q1 2022 and held it in 4 quarters.
  • Truist Financial's Phillips Edison & Co position peaked at $646K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.