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Householder Group Estate & Retirement Specialist’s PhenixFIN PFX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-583
Closed -$27K – 999
2024
Q3 		$27K Hold
583
– – 0.01% 615
2024
Q2 		$27K Buy
+583
New +$26.3K 0.01% 606

Other funds holding PFX

ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $100M AUM
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PFX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PhenixFIN (PFX) in Q4 2024, closing a stake of 583 shares — an estimated $27K sold.

Householder Group Estate & Retirement Specialist first reported a position in PFX in Q2 2024 and held it in 2 quarters. The position peaked at $27K in Q3 2024. 20 funds tracked by Wall St. Rank hold PFX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PhenixFIN position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 583 PhenixFIN shares in Q4 2024, an estimated $27K.
  • Householder Group Estate & Retirement Specialist first reported a position in PhenixFIN in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's PhenixFIN position peaked at $27K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.