Sowell Financial Services’s PHX Minerals PHX Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-15	Closed	–	–	2097
2021 Q1	$0	Buy	+15	New	+$46	﹤0.01%	3254

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $496M AUM 53.85% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

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

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Sowell Financial Services's PHX Position: Q2 2021 in Review

Sowell Financial Services sold out of PHX Minerals (PHX) in Q2 2021, closing a stake of 15 shares.

Sowell Financial Services first reported a position in PHX in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 45 funds tracked by Wall St. Rank hold PHX as of Q2 2021.

Sowell Financial Services reported no remaining PHX Minerals position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 15 PHX Minerals shares in Q2 2021.
Sowell Financial Services first reported a position in PHX Minerals in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's PHX Minerals position peaked at $0 in Q1 2021.
45 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.