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Ten Capital Wealth Advisors’s PhenixFIN PFX Stock Holding History

Ten Capital Wealth Advisors’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
2021
Q1 		– Sell
-30
Closed -$1K – 388
2020
Q4 		$1K Buy
+30
New +$702 ﹤0.01% 354

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ten Capital Wealth Advisors's PFX Position: Q1 2021 in Review

Ten Capital Wealth Advisors sold out of PhenixFIN (PFX) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Ten Capital Wealth Advisors first reported a position in PFX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 24 funds tracked by Wall St. Rank hold PFX as of Q1 2021.

  • Ten Capital Wealth Advisors reported no remaining PhenixFIN position as of Q1 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 30 PhenixFIN shares in Q1 2021, an estimated $1K.
  • Ten Capital Wealth Advisors first reported a position in PhenixFIN in Q4 2020 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's PhenixFIN position peaked at $1K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held PhenixFIN as of Q1 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.