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 $632M AUM 34.34% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

F/M Investments's PFX Position: Q4 2022 in Review

F/M Investments sold out of PHOENIX COMPANIES INC 7.45% PFD (PFX) in Q4 2022, closing a stake of 87,481 shares — an estimated $1.44M sold.

F/M Investments first reported a position in PFX in Q1 2021 and held it in 3 quarters. The position peaked at $1.57M in Q4 2021. 2 funds tracked by Wall St. Rank hold PFX as of Q4 2022.

F/M Investments reported no remaining PHOENIX COMPANIES INC 7.45% PFD position as of Q4 2022 after selling out during the quarter.
F/M Investments sold 87,481 PHOENIX COMPANIES INC 7.45% PFD shares in Q4 2022, an estimated $1.44M.
F/M Investments first reported a position in PHOENIX COMPANIES INC 7.45% PFD in Q1 2021 and held it in 3 quarters.
F/M Investments's PHOENIX COMPANIES INC 7.45% PFD position peaked at $1.57M in Q4 2021.
2 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC 7.45% PFD as of Q4 2022.

Based on F/M Investments's 13F filing for Q4 2022, filed 31 Jan 2023.