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Atlas Capital Advisors’s Phinia Inc PHIN Stock Holding History

Atlas Capital Advisors’s Portfolio PHIN Stock Details PHIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-63
Closed -$2.48K – 949
2024
Q2 		$2.48K Sell
63
-99
-61% -$4.08K ﹤0.01% 819
2024
Q1 		$6.22K Buy
+162
New +$5.27K ﹤0.01% 749
2023
Q4 		– Sell
-268
Closed -$7.18K – 918
2023
Q3 		$7.18K Buy
+268
New +$7.42K ﹤0.01% 738

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Capital Advisors's PHIN Position: Q3 2024 in Review

Atlas Capital Advisors sold out of Phinia Inc (PHIN) in Q3 2024, closing a stake of 63 shares — an estimated $2.48K sold.

Atlas Capital Advisors first reported a position in PHIN in Q3 2023 and held it in 3 quarters. The position peaked at $7.18K in Q3 2023. 337 funds tracked by Wall St. Rank hold PHIN as of Q3 2024.

  • Atlas Capital Advisors reported no remaining Phinia Inc position as of Q3 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 63 Phinia Inc shares in Q3 2024, an estimated $2.48K.
  • Atlas Capital Advisors first reported a position in Phinia Inc in Q3 2023 and held it in 3 quarters.
  • Atlas Capital Advisors's Phinia Inc position peaked at $7.18K in Q3 2023.
  • 337 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2024.

Based on Atlas Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.