Skip to main content

ACG Wealth

SEC CIK
0001569071
Latest filing
Nov 3, 2022

PECO holding history

Phillips Edison & Company, Inc. in every 13F filed by ACG Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PECO overviewAll 13F holders of PECOFull Q3 2022 holdings

Shares (Q3 2022)
329,486
Value
$9.24M
% of portfolio
2.1%
Quarters held
3
Since Q1 2022
Holdings of PECO by ACG Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2022329,486$9.24M2.1%−909−0.3%ReducedHolders
Q2 2022330,395$11.0M2.3%+50,293+18.0%AddedHolders
Q1 2022280,102$9.63M1.8%+280,102NewHolders