Cambridge Investment Research Advisors
PHX

Cambridge Investment Research Advisors’s PHX Minerals PHX Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-11,756
Closed -$38K – 3505
2024
Q2 		$38K Buy
11,756
+586
+5% +$1.93K ﹤0.01% 3238
2024
Q1 		$38K Sell
11,170
-791
-7% -$2.47K ﹤0.01% 3235
2023
Q4 		$39K Sell
11,961
-2,912
-20% -$10K ﹤0.01% 3113
2023
Q3 		$54K Buy
14,873
+820
+6% +$2.75K ﹤0.01% 3031
2023
Q2 		$44K Sell
14,053
-1,183
-8% -$3.36K ﹤0.01% 3088
2023
Q1 		$40K Hold
15,236
– – ﹤0.01% 3061
2022
Q4 		$59K Hold
15,236
– – ﹤0.01% 2962
2022
Q3 		$49K Buy
15,236
+1,183
+8% +$3.81K ﹤0.01% 2938
2022
Q2 		$43K Buy
14,053
+3,196
+29% +$11.2K ﹤0.01% 2951
2022
Q1 		$33K Buy
+10,857
New +$27.7K ﹤0.01% 3103
2021
Q4 		– Sell
-15,467
Closed -$47K – 3251
2021
Q3 		$47K Buy
15,467
+2,470
+19% +$7.26K ﹤0.01% 3028
2021
Q2 		$48K Buy
12,997
+787
+6% +$2.39K ﹤0.01% 3033
2021
Q1 		$35K Buy
+12,210
New +$37.3K ﹤0.01% 2823
2015
Q3 		– Sell
-12,093
Closed -$250K – 1566
2015
Q2 		$250K Sell
12,093
-305
-2% -$6.52K 0.01% 1147
2015
Q1 		$245K Sell
12,398
-500
-4% -$10.4K 0.01% 1143
2014
Q4 		$300K Buy
+12,898
New +$272K 0.01% 1024

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors's PHX Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of PHX Minerals (PHX) in Q3 2024, closing a stake of 11,756 shares — an estimated $38K sold.

Cambridge Investment Research Advisors first reported a position in PHX in Q4 2014 and held it in 16 quarters. The position peaked at $300K in Q4 2014. 54 funds tracked by Wall St. Rank hold PHX as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining PHX Minerals position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,756 PHX Minerals shares in Q3 2024, an estimated $38K.
  • Cambridge Investment Research Advisors first reported a position in PHX Minerals in Q4 2014 and held it in 16 quarters.
  • Cambridge Investment Research Advisors's PHX Minerals position peaked at $300K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.