CWC Advisors
PXED icon

CWC Advisors’s Phoenix Education Partners PXED Stock Holding History

CWC Advisors’s Portfolio PXED Stock Details PXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$487K Sell
19,138
-12
-0.1% -$348 0.23% 98
2026
Q2 		$629K Buy
+19,150
New +$572K 0.28% 89

Other funds holding PXED

Curated Wealth Partners
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SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CWC Advisors's PXED Position: Q3 2026 in Review

CWC Advisors reduced its Phoenix Education Partners (PXED) stake by 0.06% in Q3 2026, selling an estimated $348 and leaving 19,138 shares worth $487K. The position accounts for 0.23% of the portfolio, ranked #98.

CWC Advisors first reported a position in PXED in Q2 2026 and has held it in 2 quarters since. The position peaked at $629K in Q2 2026. 10 funds tracked by Wall St. Rank hold PXED as of Q3 2026.

  • CWC Advisors held 19,138 shares of Phoenix Education Partners worth $487K as of Q3 2026.
  • CWC Advisors sold 12 Phoenix Education Partners shares in Q3 2026, an estimated $348.
  • Phoenix Education Partners made up 0.23% of CWC Advisors's portfolio in Q3 2026, its #98 holding.
  • CWC Advisors first reported a position in Phoenix Education Partners in Q2 2026 and has held it in 2 quarters since.
  • CWC Advisors's Phoenix Education Partners position peaked at $629K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.