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Wolff Wiese Magana’s Phillips Edison & Co PECO Stock Holding History

Wolff Wiese Magana’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
-17,067
Closed -$479K – 924
2022
Q3 		$479K Hold
17,067
– – 0.38% 59
2022
Q2 		$570K Sell
17,067
-1,462
-8% -$49.6K 0.42% 58
2022
Q1 		$637K Buy
+18,529
New +$608K 0.43% 56

Other funds holding PECO

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Wolff Wiese Magana's PECO Position: Q4 2022 in Review

Wolff Wiese Magana sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 17,067 shares — an estimated $479K sold.

Wolff Wiese Magana first reported a position in PECO in Q1 2022 and held it in 3 quarters. The position peaked at $637K in Q1 2022. 343 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Wolff Wiese Magana reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Wolff Wiese Magana sold 17,067 Phillips Edison & Co shares in Q4 2022, an estimated $479K.
  • Wolff Wiese Magana first reported a position in Phillips Edison & Co in Q1 2022 and held it in 3 quarters.
  • Wolff Wiese Magana's Phillips Edison & Co position peaked at $637K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.