HighTower Advisors
PHX

HighTower Advisors’s PHX Minerals PHX Stock Holding History

HighTower 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
Q1 		– Sell
-124,815
Closed -$402K – 3912
2023
Q4 		$402K Sell
124,815
-262
-0.2% -$899 ﹤0.01% 2479
2023
Q3 		$454K Buy
125,077
+303
+0.2% +$1.02K ﹤0.01% 2298
2023
Q2 		$389K Buy
124,774
+2,016
+2% +$5.73K ﹤0.01% 2367
2023
Q1 		$321K Buy
122,758
+21,753
+22% +$69.2K ﹤0.01% 2419
2022
Q4 		$393K Buy
+101,005
New +$379K ﹤0.01% 2292

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors's PHX Position: Q1 2024 in Review

HighTower Advisors sold out of PHX Minerals (PHX) in Q1 2024, closing a stake of 124,815 shares — an estimated $402K sold.

HighTower Advisors first reported a position in PHX in Q4 2022 and held it in 5 quarters. The position peaked at $454K in Q3 2023. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2024.

  • HighTower Advisors reported no remaining PHX Minerals position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 124,815 PHX Minerals shares in Q1 2024, an estimated $402K.
  • HighTower Advisors first reported a position in PHX Minerals in Q4 2022 and held it in 5 quarters.
  • HighTower Advisors's PHX Minerals position peaked at $454K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.