PWA
ECOM

Phoenix Wealth Advisors’s CHANNELADVISOR CORPORATION ECOM Stock Holding History

Phoenix Wealth Advisors’s Portfolio ECOM Stock Details ECOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-142
Closed -$4K – 371
2021
Q3 		$4K Buy
+142
New +$3.5K ﹤0.01% 348

Other funds holding ECOM

DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Phoenix Wealth Advisors's ECOM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of CHANNELADVISOR CORPORATION (ECOM) in Q4 2021, closing a stake of 142 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in ECOM in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 144 funds tracked by Wall St. Rank hold ECOM as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining CHANNELADVISOR CORPORATION position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 142 CHANNELADVISOR CORPORATION shares in Q4 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in CHANNELADVISOR CORPORATION in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's CHANNELADVISOR CORPORATION position peaked at $4K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held CHANNELADVISOR CORPORATION as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.