VWA
PECO icon

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

Visionary 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
2022
Q2 		– Sell
-6,550
Closed -$225K – 466
2022
Q1 		$225K Buy
+6,550
New +$215K 0.02% 385

Other funds holding PECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Visionary Wealth Advisors's PECO Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q2 2022, closing a stake of 6,550 shares — an estimated $225K sold.

Visionary Wealth Advisors first reported a position in PECO in Q1 2022 and held it in 1 quarter. The position peaked at $225K in Q1 2022. 342 funds tracked by Wall St. Rank hold PECO as of Q2 2022.

  • Visionary Wealth Advisors reported no remaining Phillips Edison & Co position as of Q2 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 6,550 Phillips Edison & Co shares in Q2 2022, an estimated $225K.
  • Visionary Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 1 quarter.
  • Visionary Wealth Advisors's Phillips Edison & Co position peaked at $225K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.