FFA
PHX

Farther Finance Advisors’s PHX Minerals PHX Stock Holding History

Farther Finance Advisors’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
2024
Q2 		– Sell
-701
Closed -$2.39K – 3898
2024
Q1 		$2.39K Buy
+701
New +$2.19K ﹤0.01% 2413

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's PHX Position: Q2 2024 in Review

Farther Finance Advisors sold out of PHX Minerals (PHX) in Q2 2024, closing a stake of 701 shares — an estimated $2.39K sold.

Farther Finance Advisors first reported a position in PHX in Q1 2024 and held it in 1 quarter. The position peaked at $2.39K in Q1 2024. 53 funds tracked by Wall St. Rank hold PHX as of Q2 2024.

  • Farther Finance Advisors reported no remaining PHX Minerals position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 701 PHX Minerals shares in Q2 2024, an estimated $2.39K.
  • Farther Finance Advisors first reported a position in PHX Minerals in Q1 2024 and held it in 1 quarter.
  • Farther Finance Advisors's PHX Minerals position peaked at $2.39K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2024.

Based on Farther Finance Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.