BAM
PHX

Belpointe Asset Management’s PHX Minerals PHX Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-500
Closed -$1.31K – 2564
2023
Q1 		$1.31K Buy
+500
New +$1.59K ﹤0.01% 3422

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Belpointe Asset Management's PHX Position: Q2 2023 in Review

Belpointe Asset Management sold out of PHX Minerals (PHX) in Q2 2023, closing a stake of 500 shares — an estimated $1.31K sold.

Belpointe Asset Management first reported a position in PHX in Q1 2023 and held it in 1 quarter. The position peaked at $1.31K in Q1 2023. 48 funds tracked by Wall St. Rank hold PHX as of Q2 2023.

  • Belpointe Asset Management reported no remaining PHX Minerals position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 500 PHX Minerals shares in Q2 2023, an estimated $1.31K.
  • Belpointe Asset Management first reported a position in PHX Minerals in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's PHX Minerals position peaked at $1.31K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.