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SPF
Steven Patrick Farmer’s
PhenixFIN
PFX
Stock Holding History
Steven Patrick Farmer’s Portfolio
PFX Stock Details
PFX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$525K
Buy
+14,551
New
+$567K
0.01%
227
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16.35%
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2L
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AC
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ACM
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19.54%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
AFG
American Financial Group
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$270M AUM
3.25%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
CIM
Confluence Investment Management
St. Louis, Missouri
$6.4B AUM
9.79%
1-Year Est. Return
GIM
Greenwich Investment Management
Norwalk, Connecticut
$109M AUM
9.72%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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