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WealthTrak Capital Management’s Phillips Edison & Co PECO Stock Holding History

WealthTrak Capital 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
2025
Q1 		– Sell
-5
Closed -$188 – 1082
2024
Q4 		$188 Buy
+5
New +$190 ﹤0.01% 803

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State Street
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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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthTrak Capital Management's PECO Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 5 shares — an estimated $188 sold.

WealthTrak Capital Management first reported a position in PECO in Q4 2024 and held it in 1 quarter. The position peaked at $188 in Q4 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Phillips Edison & Co shares in Q1 2025, an estimated $188.
  • WealthTrak Capital Management first reported a position in Phillips Edison & Co in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Phillips Edison & Co position peaked at $188 in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.