AWM
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Accel Wealth Management’s PhenixFIN PFX Stock Holding History

Accel Wealth Management’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-275
Closed -$12K – 939
2021
Q3 		$12K Hold
275
– – 0.01% 604
2021
Q2 		$11K Hold
275
– – 0.01% 679
2021
Q1 		$9K Hold
275
– – 0.01% 676
2020
Q4 		$8K Buy
+275
New +$6.44K 0.01% 654

Other funds holding PFX

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Accel Wealth Management's PFX Position: Q4 2021 in Review

Accel Wealth Management sold out of PhenixFIN (PFX) in Q4 2021, closing a stake of 275 shares — an estimated $12K sold.

Accel Wealth Management first reported a position in PFX in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 20 funds tracked by Wall St. Rank hold PFX as of Q4 2021.

  • Accel Wealth Management reported no remaining PhenixFIN position as of Q4 2021 after selling out during the quarter.
  • Accel Wealth Management sold 275 PhenixFIN shares in Q4 2021, an estimated $12K.
  • Accel Wealth Management first reported a position in PhenixFIN in Q4 2020 and held it in 4 quarters.
  • Accel Wealth Management's PhenixFIN position peaked at $12K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2021.

Based on Accel Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.