TCWM
PHX

Total Clarity Wealth Management’s PHX Minerals PHX Stock Holding History

Total Clarity 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
2020
Q1 		– Sell
-3,164
Closed -$35K – 476
2019
Q4 		$35K Buy
+3,164
New +$41.5K 0.03% 316

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Total Clarity Wealth Management's PHX Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of PHX Minerals (PHX) in Q1 2020, closing a stake of 3,164 shares — an estimated $35K sold.

Total Clarity Wealth Management first reported a position in PHX in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 69 funds tracked by Wall St. Rank hold PHX as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining PHX Minerals position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3,164 PHX Minerals shares in Q1 2020, an estimated $35K.
  • Total Clarity Wealth Management first reported a position in PHX Minerals in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's PHX Minerals position peaked at $35K in Q4 2019.
  • 69 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.