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Benjamin F. Edwards & Company’s Phinia Inc PHIN Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$21K Buy
529
+159
+43% +$6.54K ﹤0.01% 1538
2024
Q1 		$14K Sell
370
-3
-0.8% -$98 ﹤0.01% 1619
2023
Q4 		$11K Buy
373
+30
+9% +$805 ﹤0.01% 1635
2023
Q3 		$9K Buy
+343
New +$9.5K ﹤0.01% 1426

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Benjamin F. Edwards & Company's PHIN Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Phinia Inc (PHIN) stake by 43% in Q2 2024, buying an estimated $6.54K and bringing the position to 529 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Benjamin F. Edwards & Company first reported a position in PHIN in Q3 2023 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

  • Benjamin F. Edwards & Company held 529 shares of Phinia Inc worth $21K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 159 Phinia Inc shares in Q2 2024, an estimated $6.54K.
  • Phinia Inc made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1538 holding.
  • Benjamin F. Edwards & Company first reported a position in Phinia Inc in Q3 2023 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.