Advisornet Financial’s PhenixFIN PFX Stock Holding History

Advisornet Financial’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
2022 Q2	–	Sell	-65	Closed	-$3K	–	2074
2022 Q1	$3K	Buy	+65	New	+$2.62K	﹤0.01%	1738

Other funds holding PFX

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

ACM

Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Advisornet Financial's PFX Position: Q2 2022 in Review

Advisornet Financial sold out of PhenixFIN (PFX) in Q2 2022, closing a stake of 65 shares — an estimated $3K sold.

Advisornet Financial first reported a position in PFX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 20 funds tracked by Wall St. Rank hold PFX as of Q2 2022.

Advisornet Financial reported no remaining PhenixFIN position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 65 PhenixFIN shares in Q2 2022, an estimated $3K.
Advisornet Financial first reported a position in PhenixFIN in Q1 2022 and held it in 1 quarter.
Advisornet Financial's PhenixFIN position peaked at $3K in Q1 2022.
20 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.