Cetera Investment Advisers
PHX

Cetera Investment Advisers’s PHX Minerals PHX Stock Holding History

Cetera Investment Advisers’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
2022
Q3 		– Sell
-21,144
Closed -$64K – 1842
2022
Q2 		$64K Buy
+21,144
New +$74.2K ﹤0.01% 1758

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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cetera Investment Advisers's PHX Position: Q3 2022 in Review

Cetera Investment Advisers sold out of PHX Minerals (PHX) in Q3 2022, closing a stake of 21,144 shares — an estimated $64K sold.

Cetera Investment Advisers first reported a position in PHX in Q2 2022 and held it in 1 quarter. The position peaked at $64K in Q2 2022. 56 funds tracked by Wall St. Rank hold PHX as of Q3 2022.

  • Cetera Investment Advisers reported no remaining PHX Minerals position as of Q3 2022 after selling out during the quarter.
  • Cetera Investment Advisers sold 21,144 PHX Minerals shares in Q3 2022, an estimated $64K.
  • Cetera Investment Advisers first reported a position in PHX Minerals in Q2 2022 and held it in 1 quarter.
  • Cetera Investment Advisers's PHX Minerals position peaked at $64K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2022.

Based on Cetera Investment Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.