JF
PHX

Jump Financial’s PHX Minerals PHX Stock Holding History

Jump Financial’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
-17,586
Closed -$68.4K – 1954
2022
Q4 		$68.4K Sell
17,586
-14,114
-45% -$53K ﹤0.01% 1473
2022
Q3 		$103K Sell
31,700
-2,000
-6% -$6.45K ﹤0.01% 1440
2022
Q2 		$102K Buy
+33,700
New +$118K ﹤0.01% 1444
2021
Q3 		– Sell
-24,240
Closed -$90K – 1412
2021
Q2 		$90K Buy
+24,240
New +$73.6K 0.01% 993

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

Jump Financial's PHX Position: Q1 2023 in Review

Jump Financial sold out of PHX Minerals (PHX) in Q1 2023, closing a stake of 17,586 shares — an estimated $68.4K sold.

Jump Financial first reported a position in PHX in Q2 2021 and held it in 4 quarters. The position peaked at $103K in Q3 2022. 53 funds tracked by Wall St. Rank hold PHX as of Q1 2023.

  • Jump Financial reported no remaining PHX Minerals position as of Q1 2023 after selling out during the quarter.
  • Jump Financial sold 17,586 PHX Minerals shares in Q1 2023, an estimated $68.4K.
  • Jump Financial first reported a position in PHX Minerals in Q2 2021 and held it in 4 quarters.
  • Jump Financial's PHX Minerals position peaked at $103K in Q3 2022.
  • 53 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2023.

Based on Jump Financial's 13F filing for Q1 2023, filed 3 May 2023.