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Coppell Advisory Solutions’s Phinia Inc PHIN Stock Holding History

Coppell Advisory Solutions’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
-5
Closed -$237 – 1437
2024
Q4 		$237 Hold
5
– – ﹤0.01% 1820
2024
Q3 		$235 Hold
5
– – ﹤0.01% 1718
2024
Q2 		$197 Buy
+5
New +$206 ﹤0.01% 1659
2023
Q4 		$151 Buy
+5
New +$134 ﹤0.01% 1618

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

Coppell Advisory Solutions's PHIN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Phinia Inc (PHIN) in Q1 2025, closing a stake of 5 shares — an estimated $237 sold.

Coppell Advisory Solutions first reported a position in PHIN in Q4 2023 and held it in 4 quarters. The position peaked at $237 in Q4 2024. 336 funds tracked by Wall St. Rank hold PHIN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Phinia Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5 Phinia Inc shares in Q1 2025, an estimated $237.
  • Coppell Advisory Solutions first reported a position in Phinia Inc in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Phinia Inc position peaked at $237 in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.