AWS
PHX

Atria Wealth Solutions’s PHX Minerals PHX Stock Holding History

Atria Wealth Solutions’s Portfolio PHX Stock Details PHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$32.2K – 2036
2023
Q4 		$32.2K Hold
10,000
– – ﹤0.01% 1899
2023
Q3 		$36.4K Hold
10,000
– – ﹤0.01% 1830
2023
Q2 		$31.2K Hold
10,000
– – ﹤0.01% 1832
2023
Q1 		$26.2K Sell
10,000
-5,000
-33% -$15.9K ﹤0.01% 1833
2022
Q4 		$58.4K Hold
15,000
– – ﹤0.01% 1735
2022
Q3 		$48.6K Hold
15,000
– – ﹤0.01% 1697
2022
Q2 		$46K Hold
15,000
– – ﹤0.01% 1585
2022
Q1 		$46K Buy
+15,000
New +$38.2K ﹤0.01% 1707

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atria Wealth Solutions's PHX Position: Q1 2024 in Review

Atria Wealth Solutions sold out of PHX Minerals (PHX) in Q1 2024, closing a stake of 10,000 shares — an estimated $32.2K sold.

Atria Wealth Solutions first reported a position in PHX in Q1 2022 and held it in 8 quarters. The position peaked at $58.4K in Q4 2022. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2024.

  • Atria Wealth Solutions reported no remaining PHX Minerals position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,000 PHX Minerals shares in Q1 2024, an estimated $32.2K.
  • Atria Wealth Solutions first reported a position in PHX Minerals in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's PHX Minerals position peaked at $58.4K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.