Ellevest Inc’s PHX Minerals PHX Stock Holding History

Ellevest Inc’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
2020 Q3	–	Sell	-776	Closed	-$2K	–	1273
2020 Q2	$2K	Buy	776 +81	+12%	+$303	﹤0.01%	903
2020 Q1	$3K	Buy	695 +671	+2,796%	+$4.47K	﹤0.01%	719
2019 Q4	$0	Buy	+24	New	+$315	﹤0.01%	1030

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's PHX Position: Q3 2020 in Review

Ellevest Inc sold out of PHX Minerals (PHX) in Q3 2020, closing a stake of 776 shares — an estimated $2K sold.

Ellevest Inc first reported a position in PHX in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 46 funds tracked by Wall St. Rank hold PHX as of Q3 2020.

Ellevest Inc reported no remaining PHX Minerals position as of Q3 2020 after selling out during the quarter.
Ellevest Inc sold 776 PHX Minerals shares in Q3 2020, an estimated $2K.
Ellevest Inc first reported a position in PHX Minerals in Q4 2019 and held it in 3 quarters.
Ellevest Inc's PHX Minerals position peaked at $3K in Q1 2020.
46 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.