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RAFFA WEALTH MANAGEMENT, LLC’s Phillips Edison & Co PECO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-37
Closed -$1.24K – 1190
2022
Q2 		$1.24K Buy
37
+6
+19% +$204 ﹤0.01% 747
2022
Q1 		$1.07K Buy
+31
New +$1.02K ﹤0.01% 840

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

RAFFA WEALTH MANAGEMENT, LLC's PECO Position: Q3 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Phillips Edison & Co (PECO) in Q3 2022, closing a stake of 37 shares — an estimated $1.24K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PECO in Q1 2022 and held it in 2 quarters. The position peaked at $1.24K in Q2 2022. 331 funds tracked by Wall St. Rank hold PECO as of Q3 2022.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Phillips Edison & Co position as of Q3 2022 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 37 Phillips Edison & Co shares in Q3 2022, an estimated $1.24K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Phillips Edison & Co in Q1 2022 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Phillips Edison & Co position peaked at $1.24K in Q2 2022.
  • 331 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2022, filed 27 Jul 2026.