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BDO Wealth Advisors’s PhenixFIN PFX Stock Holding History

BDO Wealth Advisors’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
-170
Closed -$7K – 1135
2021
Q3 		$7K Hold
170
– – ﹤0.01% 785
2021
Q2 		$7K Sell
170
-134
-44% -$5.08K ﹤0.01% 818
2021
Q1 		$10K Buy
+304
New +$9.33K ﹤0.01% 734

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

BDO Wealth Advisors's PFX Position: Q4 2021 in Review

BDO Wealth Advisors sold out of PhenixFIN (PFX) in Q4 2021, closing a stake of 170 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in PFX in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 20 funds tracked by Wall St. Rank hold PFX as of Q4 2021.

  • BDO Wealth Advisors reported no remaining PhenixFIN position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 170 PhenixFIN shares in Q4 2021, an estimated $7K.
  • BDO Wealth Advisors first reported a position in PhenixFIN in Q1 2021 and held it in 3 quarters.
  • BDO Wealth Advisors's PhenixFIN position peaked at $10K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.