SWM
PHX

Spire Wealth Management’s PHX Minerals PHX Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-500
Closed -$2K – 2378
2022
Q3 		$2K Hold
500
– – ﹤0.01% 1983
2022
Q2 		$2K Buy
+500
New +$1.75K ﹤0.01% 2391

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spire Wealth Management's PHX Position: Q4 2022 in Review

Spire Wealth Management sold out of PHX Minerals (PHX) in Q4 2022, closing a stake of 500 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in PHX in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 52 funds tracked by Wall St. Rank hold PHX as of Q4 2022.

  • Spire Wealth Management reported no remaining PHX Minerals position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 500 PHX Minerals shares in Q4 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in PHX Minerals in Q2 2022 and held it in 2 quarters.
  • Spire Wealth Management's PHX Minerals position peaked at $2K in Q3 2022.
  • 52 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.