FIG
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Fortress Investment Group’s PhenixFIN PFX Stock Holding History

Fortress Investment Group’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
2021
Q1 		– Sell
-94,867
Closed -$3.05M – 246
2020
Q4 		$3.05M Sell
94,867
-164,871
-63% -$3.86M 0.14% 56
2020
Q3 		$4.63M Sell
259,738
-68,546
-21% -$1.06M 0.3% 23
2020
Q2 		$5.02M Sell
328,284
-3,052
-0.9% -$39.5K 0.48% 10
2020
Q1 		$3.85M Sell
331,336
-17,001
-5% -$574K 0.51% 12
2019
Q4 		$15.2M Buy
+348,337
New +$15.3M 1.77% 5

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $253M AUM 16.78% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return