Phoenix Financial’s Beyond Air XAIR Stock Holding History

Phoenix Financial’s Portfolio XAIR Stock Details XAIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-258	Closed	-$509K	–	433
2020 Q3	$509K	Buy	258 +20	+8%	+$46.7K	0.02%	230
2020 Q2	$651K	Buy	+238	New	+$734K	0.03%	228

Other funds holding XAIR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

KCM

Kingdon Capital Management New York $976M AUM 66.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Phoenix Financial's XAIR Position: Q4 2020 in Review

Phoenix Financial sold out of Beyond Air (XAIR) in Q4 2020, closing a stake of 258 shares — an estimated $509K sold.

Phoenix Financial first reported a position in XAIR in Q2 2020 and held it in 2 quarters. The position peaked at $651K in Q2 2020. 43 funds tracked by Wall St. Rank hold XAIR as of Q4 2020.

Phoenix Financial reported no remaining Beyond Air position as of Q4 2020 after selling out during the quarter.
Phoenix Financial sold 258 Beyond Air shares in Q4 2020, an estimated $509K.
Phoenix Financial first reported a position in Beyond Air in Q2 2020 and held it in 2 quarters.
Phoenix Financial's Beyond Air position peaked at $651K in Q2 2020.
43 funds tracked by Wall St. Rank held Beyond Air as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.