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Wagner Wealth Management (South Carolina)’s Phillips Edison & Co PECO Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-4,666
Closed -$131K – 580
2022
Q3 		$131K Buy
+4,666
New +$153K 0.1% 128

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PECO Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 4,666 shares — an estimated $131K sold.

Wagner Wealth Management (South Carolina) first reported a position in PECO in Q3 2022 and held it in 1 quarter. The position peaked at $131K in Q3 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 4,666 Phillips Edison & Co shares in Q4 2022, an estimated $131K.
  • Wagner Wealth Management (South Carolina) first reported a position in Phillips Edison & Co in Q3 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Phillips Edison & Co position peaked at $131K in Q3 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.