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Venture Visionary Partners’s Phillips Edison & Co PECO Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-2,244
Closed -$75K – 1229
2022
Q2 		$75K Buy
+2,244
New +$76.2K 0.01% 686

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Wellington Management Group
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Massachusetts Financial Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Venture Visionary Partners's PECO Position: Q3 2022 in Review

Venture Visionary Partners sold out of Phillips Edison & Co (PECO) in Q3 2022, closing a stake of 2,244 shares — an estimated $75K sold.

Venture Visionary Partners first reported a position in PECO in Q2 2022 and held it in 1 quarter. The position peaked at $75K in Q2 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • Venture Visionary Partners reported no remaining Phillips Edison & Co position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 2,244 Phillips Edison & Co shares in Q3 2022, an estimated $75K.
  • Venture Visionary Partners first reported a position in Phillips Edison & Co in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Phillips Edison & Co position peaked at $75K in Q2 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.