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Beach Point Capital Management’s PhenixFIN PFX Stock Holding History

Beach Point Capital 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
Q2 		– Sell
-20,000
Closed -$658K – 49
2021
Q1 		$658K Buy
+20,000
New +$614K 0.14% 52

Other funds holding PFX

2L
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 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 $480B AUM 42.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACM
Adalta Capital Management New York $228M AUM 26.26% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beach Point Capital Management's PFX Position: Q2 2021 in Review

Beach Point Capital Management sold out of PhenixFIN (PFX) in Q2 2021, closing a stake of 20,000 shares — an estimated $658K sold.

Beach Point Capital Management first reported a position in PFX in Q1 2021 and held it in 1 quarter. The position peaked at $658K in Q1 2021. 26 funds tracked by Wall St. Rank hold PFX as of Q2 2021.

  • Beach Point Capital Management reported no remaining PhenixFIN position as of Q2 2021 after selling out during the quarter.
  • Beach Point Capital Management sold 20,000 PhenixFIN shares in Q2 2021, an estimated $658K.
  • Beach Point Capital Management first reported a position in PhenixFIN in Q1 2021 and held it in 1 quarter.
  • Beach Point Capital Management's PhenixFIN position peaked at $658K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2021.

Based on Beach Point Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.