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Continuum Advisory’s Phinia Inc PHIN Stock Holding History

Continuum Advisory’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
-18
Closed -$867 – 1865
2024
Q4 		$867 Hold
18
– – ﹤0.01% 1643
2024
Q3 		$938 Sell
18
-9
-33% -$405 ﹤0.01% 1637
2024
Q2 		$1.06K Hold
27
– – ﹤0.01% 1460
2024
Q1 		$1.16K Buy
+27
New +$879 ﹤0.01% 1438

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 $3.37T AUM 44.26% 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

Continuum Advisory's PHIN Position: Q1 2025 in Review

Continuum Advisory sold out of Phinia Inc (PHIN) in Q1 2025, closing a stake of 18 shares — an estimated $867 sold.

Continuum Advisory first reported a position in PHIN in Q1 2024 and held it in 4 quarters. The position peaked at $1.16K in Q1 2024. 336 funds tracked by Wall St. Rank hold PHIN as of Q1 2025.

  • Continuum Advisory reported no remaining Phinia Inc position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 18 Phinia Inc shares in Q1 2025, an estimated $867.
  • Continuum Advisory first reported a position in Phinia Inc in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Phinia Inc position peaked at $1.16K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.