FMI
PFX

F/M Investments’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History

F/M Investments’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-87,481
Closed -$1.44M – 64
2022
Q3 		$1.44M Buy
+87,481
New +$1.44M 2.33% 19
2022
Q1 		– Sell
-85,531
Closed -$1.57M – 87
2021
Q4 		$1.57M Buy
+85,531
New +$1.57M 1.15% 29
2021
Q2 		– Sell
-68,136
Closed -$1.16M – 103
2021
Q1 		$1.16M Buy
+68,136
New +$1.16M 0.91% 33

Other funds holding PFX

GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return