FIA
PHX

Foundations Investment Advisors’s PHX Minerals PHX Stock Holding History

Foundations Investment 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
2021
Q3 		– Sell
-10,359
Closed -$39K – 328
2021
Q2 		$39K Hold
10,359
– – ﹤0.01% 298
2021
Q1 		$30K Buy
+10,359
New +$31.7K ﹤0.01% 222

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
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
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's PHX Position: Q3 2021 in Review

Foundations Investment Advisors sold out of PHX Minerals (PHX) in Q3 2021, closing a stake of 10,359 shares — an estimated $39K sold.

Foundations Investment Advisors first reported a position in PHX in Q1 2021 and held it in 2 quarters. The position peaked at $39K in Q2 2021. 44 funds tracked by Wall St. Rank hold PHX as of Q3 2021.

  • Foundations Investment Advisors reported no remaining PHX Minerals position as of Q3 2021 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,359 PHX Minerals shares in Q3 2021, an estimated $39K.
  • Foundations Investment Advisors first reported a position in PHX Minerals in Q1 2021 and held it in 2 quarters.
  • Foundations Investment Advisors's PHX Minerals position peaked at $39K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2021.

Based on Foundations Investment Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.