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Main Street Group’s PhenixFIN PFX Stock Holding History

Main Street Group’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
Q3 		– Sell
-50
Closed -$2.33K – 840
2024
Q2 		$2.33K Buy
+50
New +$2.26K ﹤0.01% 703

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

Main Street Group's PFX Position: Q3 2024 in Review

Main Street Group sold out of PhenixFIN (PFX) in Q3 2024, closing a stake of 50 shares — an estimated $2.33K sold.

Main Street Group first reported a position in PFX in Q2 2024 and held it in 1 quarter. The position peaked at $2.33K in Q2 2024. 18 funds tracked by Wall St. Rank hold PFX as of Q3 2024.

  • Main Street Group reported no remaining PhenixFIN position as of Q3 2024 after selling out during the quarter.
  • Main Street Group sold 50 PhenixFIN shares in Q3 2024, an estimated $2.33K.
  • Main Street Group first reported a position in PhenixFIN in Q2 2024 and held it in 1 quarter.
  • Main Street Group's PhenixFIN position peaked at $2.33K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held PhenixFIN as of Q3 2024.

Based on Main Street Group's 13F filing for Q3 2024, filed 13 Nov 2024.