Victory Capital Management
PFX icon

Victory Capital Management’s PhenixFIN PFX Stock Holding History

Victory Capital Management’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
2020
Q2 		– Sell
-793
Closed -$10K – 3056
2020
Q1 		$10K Buy
+793
New +$26.8K ﹤0.01% 3302
2019
Q4 		– Sell
-490
Closed -$25K – 3084
2019
Q3 		$25K Buy
+490
New +$25.3K ﹤0.01% 2964

Other funds holding PFX

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Victory Capital Management's PFX Position: Q2 2020 in Review

Victory Capital Management sold out of PhenixFIN (PFX) in Q2 2020, closing a stake of 793 shares — an estimated $10K sold.

Victory Capital Management first reported a position in PFX in Q3 2019 and held it in 2 quarters. The position peaked at $25K in Q3 2019. 42 funds tracked by Wall St. Rank hold PFX as of Q2 2020.

  • Victory Capital Management reported no remaining PhenixFIN position as of Q2 2020 after selling out during the quarter.
  • Victory Capital Management sold 793 PhenixFIN shares in Q2 2020, an estimated $10K.
  • Victory Capital Management first reported a position in PhenixFIN in Q3 2019 and held it in 2 quarters.
  • Victory Capital Management's PhenixFIN position peaked at $25K in Q3 2019.
  • 42 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2020.

Based on Victory Capital Management's 13F filing for Q2 2020, filed 7 Aug 2020.