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WealthPlan Investment Management’s Phillips Edison & Co PECO Stock Holding History

WealthPlan Investment Management’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
-6,716
Closed -$230K – 531
2022
Q4 		$230K Sell
6,716
-916
-12% -$28.2K 0.02% 353
2022
Q3 		$248K Buy
+7,632
New +$251K 0.02% 324
2022
Q1 		$1.53M Buy
+45,339
New +$1.49M 0.11% 133

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

WealthPlan Investment Management's PECO Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Phillips Edison & Co (PECO) in Q1 2023, closing a stake of 6,716 shares — an estimated $230K sold.

WealthPlan Investment Management first reported a position in PECO in Q1 2022 and held it in 3 quarters. The position peaked at $1.53M in Q1 2022. 347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Phillips Edison & Co position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,716 Phillips Edison & Co shares in Q1 2023, an estimated $230K.
  • WealthPlan Investment Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Phillips Edison & Co position peaked at $1.53M in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.