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Avior Wealth Management’s Phinia Inc PHIN Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-10
Closed -$481 – 1882
2024
Q4 		$481 Hold
10
– – ﹤0.01% 2287
2024
Q3 		$460 Hold
10
– – ﹤0.01% 2179
2024
Q2 		$393 Sell
10
-31
-76% -$1.28K ﹤0.01% 2144
2024
Q1 		$1.57K Buy
+41
New +$1.33K ﹤0.01% 2317

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avior Wealth Management's PHIN Position: Q1 2025 in Review

Avior Wealth Management sold out of Phinia Inc (PHIN) in Q1 2025, closing a stake of 10 shares — an estimated $481 sold.

Avior Wealth Management first reported a position in PHIN in Q1 2024 and held it in 4 quarters. The position peaked at $1.57K in Q1 2024. 336 funds tracked by Wall St. Rank hold PHIN as of Q1 2025.

  • Avior Wealth Management reported no remaining Phinia Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10 Phinia Inc shares in Q1 2025, an estimated $481.
  • Avior Wealth Management first reported a position in Phinia Inc in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Phinia Inc position peaked at $1.57K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.