MG
PHX

Michael Gelband’s PHX Minerals PHX Stock Holding History

Michael Gelband’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
2024
Q3 		– Sell
-16,262
Closed -$53K – 1987
2024
Q2 		$53K Buy
+16,262
New +$53.6K ﹤0.01% 1446
2024
Q1 		– Sell
-19,491
Closed -$63K – 1861
2023
Q4 		$63K Buy
+19,491
New +$66.9K ﹤0.01% 1376

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $496M AUM 53.85% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Michael Gelband's PHX Position: Q3 2024 in Review

Michael Gelband sold out of PHX Minerals (PHX) in Q3 2024, closing a stake of 16,262 shares — an estimated $53K sold.

Michael Gelband first reported a position in PHX in Q4 2023 and held it in 2 quarters. The position peaked at $63K in Q4 2023. 54 funds tracked by Wall St. Rank hold PHX as of Q3 2024.

  • Michael Gelband reported no remaining PHX Minerals position as of Q3 2024 after selling out during the quarter.
  • Michael Gelband sold 16,262 PHX Minerals shares in Q3 2024, an estimated $53K.
  • Michael Gelband first reported a position in PHX Minerals in Q4 2023 and held it in 2 quarters.
  • Michael Gelband's PHX Minerals position peaked at $63K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2024.

Based on ExodusPoint Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.