Mackenzie Financial’s PHX Minerals PHX Stock Holding History

Mackenzie 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
2022 Q3	–	Sell	-12,290	Closed	-$37K	–	1502
2022 Q2	$37K	Buy	+12,290	New	+$43.1K	﹤0.01%	1413

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Mackenzie Financial's PHX Position: Q3 2022 in Review

Mackenzie Financial sold out of PHX Minerals (PHX) in Q3 2022, closing a stake of 12,290 shares — an estimated $37K sold.

Mackenzie Financial first reported a position in PHX in Q2 2022 and held it in 1 quarter. The position peaked at $37K in Q2 2022. 56 funds tracked by Wall St. Rank hold PHX as of Q3 2022.

Mackenzie Financial reported no remaining PHX Minerals position as of Q3 2022 after selling out during the quarter.
Mackenzie Financial sold 12,290 PHX Minerals shares in Q3 2022, an estimated $37K.
Mackenzie Financial first reported a position in PHX Minerals in Q2 2022 and held it in 1 quarter.
Mackenzie Financial's PHX Minerals position peaked at $37K in Q2 2022.
56 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2022.

Based on Mackenzie Financial's 13F filing for Q3 2022, filed 7 Oct 2022.