NFG
PHX

Next Financial Group’s PHX Minerals PHX Stock Holding History

Next Financial Group’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
2021
Q4 		$33K Sell
15,000
-5,000
-25% -$14.1K ﹤0.01% 1677
2021
Q3 		$61K Hold
20,000
– – ﹤0.01% 1329
2021
Q2 		$74K Buy
+20,000
New +$60.7K 0.01% 1236

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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's PHX Position: Q4 2021 in Review

Next Financial Group reduced its PHX Minerals (PHX) stake by 25% in Q4 2021, selling an estimated $14.1K and leaving 15,000 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Next Financial Group first reported a position in PHX in Q2 2021 and has held it in 3 quarters since. The position peaked at $74K in Q2 2021. 47 funds tracked by Wall St. Rank hold PHX as of Q4 2021.

  • Next Financial Group held 15,000 shares of PHX Minerals worth $33K as of Q4 2021.
  • Next Financial Group sold 5,000 PHX Minerals shares in Q4 2021, an estimated $14.1K.
  • PHX Minerals made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1677 holding.
  • Next Financial Group first reported a position in PHX Minerals in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's PHX Minerals position peaked at $74K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.