IECM
PHX

Intrinsic Edge Capital Management’s PHX Minerals PHX Stock Holding History

Intrinsic Edge Capital Management’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
2023
Q1 		– Sell
-150,000
Closed -$584K – 185
2022
Q4 		$584K Buy
+150,000
New +$563K 0.06% 133

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Intrinsic Edge Capital Management's PHX Position: Q1 2023 in Review

Intrinsic Edge Capital Management sold out of PHX Minerals (PHX) in Q1 2023, closing a stake of 150,000 shares — an estimated $584K sold.

Intrinsic Edge Capital Management first reported a position in PHX in Q4 2022 and held it in 1 quarter. The position peaked at $584K in Q4 2022. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2023.

  • Intrinsic Edge Capital Management reported no remaining PHX Minerals position as of Q1 2023 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 150,000 PHX Minerals shares in Q1 2023, an estimated $584K.
  • Intrinsic Edge Capital Management first reported a position in PHX Minerals in Q4 2022 and held it in 1 quarter.
  • Intrinsic Edge Capital Management's PHX Minerals position peaked at $584K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2023.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2023, filed 15 May 2023.