TCI Wealth Advisors’s PHX Minerals PHX Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-1,500	Closed	-$3.93K	–	1655
2023 Q1	$3.93K	Hold	1,500	–	–	﹤0.01%	1699
2022 Q4	$5.83K	Hold	1,500	–	–	﹤0.01%	1422
2022 Q3	$5K	Hold	1,500	–	–	﹤0.01%	1501
2022 Q2	$5K	Hold	1,500	–	–	﹤0.01%	1518
2022 Q1	$5K	Hold	1,500	–	–	﹤0.01%	1577
2021 Q4	$3K	Hold	1,500	–	–	﹤0.01%	2023
2021 Q3	$5K	Hold	1,500	–	–	﹤0.01%	1628
2021 Q2	$6K	Hold	1,500	–	–	﹤0.01%	1345
2021 Q1	$4K	Hold	1,500	–	–	﹤0.01%	1403
2020 Q4	$3K	Hold	1,500	–	–	﹤0.01%	1122
2020 Q3	$2K	Hold	1,500	–	–	﹤0.01%	1159
2020 Q2	$4K	Hold	1,500	–	–	﹤0.01%	827
2020 Q1	$6K	Hold	1,500	–	–	﹤0.01%	682
2019 Q4	$17K	Hold	1,500	–	–	0.01%	586
2019 Q3	$21K	Hold	1,500	–	–	0.01%	490
2019 Q2	$20K	Hold	1,500	–	–	0.01%	473
2019 Q1	$24K	Hold	1,500	–	–	0.01%	461
2018 Q4	$23K	Hold	1,500	–	–	0.01%	450
2018 Q3	$28K	Hold	1,500	–	–	0.01%	432
2018 Q2	$29K	Hold	1,500	–	–	0.01%	413
2018 Q1	$29K	Hold	1,500	–	–	0.01%	414
2017 Q4	$31K	Hold	1,500	–	–	0.01%	412
2017 Q3	$36K	Hold	1,500	–	–	0.02%	362
2017 Q2	$35K	Hold	1,500	–	–	0.02%	370
2017 Q1	$29K	Hold	1,500	–	–	0.02%	387
2016 Q4	$35K	Hold	1,500	–	–	0.02%	384
2016 Q3	$26K	Hold	1,500	–	–	0.01%	398
2016 Q2	$25K	Hold	1,500	–	–	0.01%	405
2016 Q1	$26K	Buy	+1,500	New	+$23.1K	0.01%	396

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

TCI Wealth Advisors's PHX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PHX Minerals (PHX) in Q2 2023, closing a stake of 1,500 shares — an estimated $3.93K sold.

TCI Wealth Advisors first reported a position in PHX in Q1 2016 and held it in 29 quarters. The position peaked at $36K in Q3 2017. 48 funds tracked by Wall St. Rank hold PHX as of Q2 2023.

TCI Wealth Advisors reported no remaining PHX Minerals position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,500 PHX Minerals shares in Q2 2023, an estimated $3.93K.
TCI Wealth Advisors first reported a position in PHX Minerals in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's PHX Minerals position peaked at $36K in Q3 2017.
48 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.