WAM
PHX

Wealthspire Advisors (Maryland)’s PHX Minerals PHX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-45
Closed -$1K – 1584
2019
Q1 		$1K Buy
+45
New +$718 ﹤0.01% 2369

Other funds holding PHX

TI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PHX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PHX Minerals (PHX) in Q2 2019, closing a stake of 45 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PHX in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 66 funds tracked by Wall St. Rank hold PHX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PHX Minerals position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 45 PHX Minerals shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in PHX Minerals in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s PHX Minerals position peaked at $1K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.