EW
PHX

Evoke Wealth’s PHX Minerals PHX Stock Holding History

Evoke Wealth’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
-460
Closed -$1K – 1105
2020
Q2 		$1K Buy
+460
New +$1.72K ﹤0.01% 1008

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's PHX Position: Q3 2020 in Review

Evoke Wealth sold out of PHX Minerals (PHX) in Q3 2020, closing a stake of 460 shares — an estimated $1K sold.

Evoke Wealth first reported a position in PHX in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 46 funds tracked by Wall St. Rank hold PHX as of Q3 2020.

  • Evoke Wealth reported no remaining PHX Minerals position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 460 PHX Minerals shares in Q3 2020, an estimated $1K.
  • Evoke Wealth first reported a position in PHX Minerals in Q2 2020 and held it in 1 quarter.
  • Evoke Wealth's PHX Minerals position peaked at $1K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.