MCC
PHX

Money Concepts Capital’s PHX Minerals PHX Stock Holding History

Money Concepts Capital’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
-1,000
Closed -$3K – 1638
2022
Q2 		$3K Hold
1,000
– – ﹤0.01% 1274
2022
Q1 		$3K Buy
+1,000
New +$2.55K ﹤0.01% 2377

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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Money Concepts Capital's PHX Position: Q3 2022 in Review

Money Concepts Capital sold out of PHX Minerals (PHX) in Q3 2022, closing a stake of 1,000 shares — an estimated $3K sold.

Money Concepts Capital first reported a position in PHX in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 56 funds tracked by Wall St. Rank hold PHX as of Q3 2022.

  • Money Concepts Capital reported no remaining PHX Minerals position as of Q3 2022 after selling out during the quarter.
  • Money Concepts Capital sold 1,000 PHX Minerals shares in Q3 2022, an estimated $3K.
  • Money Concepts Capital first reported a position in PHX Minerals in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's PHX Minerals position peaked at $3K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2022.

Based on Money Concepts Capital's 13F filing for Q3 2022, filed 27 Oct 2022.