WP
PECO icon

WealthPLAN Partners’s Phillips Edison & Co PECO Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-5,695
Closed -$194K – 893
2023
Q2 		$194K Sell
5,695
-355
-6% -$11.1K 0.03% 294
2023
Q1 		$197K Sell
6,050
-666
-10% -$21.8K 0.02% 304
2022
Q4 		$230K Buy
+6,716
New +$206K 0.02% 352
2022
Q1 		$1.53M Buy
45,339
+12,569
+38% +$413K 0.11% 133
2021
Q4 		$1.03M Buy
+32,770
New +$1.05M 0.07% 172

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's PECO Position: Q3 2023 in Review

WealthPLAN Partners sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 5,695 shares — an estimated $194K sold.

WealthPLAN Partners first reported a position in PECO in Q4 2021 and held it in 5 quarters. The position peaked at $1.53M in Q1 2022. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • WealthPLAN Partners reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5,695 Phillips Edison & Co shares in Q3 2023, an estimated $194K.
  • WealthPLAN Partners first reported a position in Phillips Edison & Co in Q4 2021 and held it in 5 quarters.
  • WealthPLAN Partners's Phillips Edison & Co position peaked at $1.53M in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.