Denver PWM’s Phinia Inc PHIN Stock Holding History

Denver PWM’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	-141	Closed	-$5.57K	–	209
2024 Q2	$5.57K	Buy	+141	New	+$5.8K	﹤0.01%	182

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Denver PWM's PHIN Position: Q3 2024 in Review

Denver PWM sold out of Phinia Inc (PHIN) in Q3 2024, closing a stake of 141 shares — an estimated $5.57K sold.

Denver PWM first reported a position in PHIN in Q2 2024 and held it in 1 quarter. The position peaked at $5.57K in Q2 2024. 337 funds tracked by Wall St. Rank hold PHIN as of Q3 2024.

Denver PWM reported no remaining Phinia Inc position as of Q3 2024 after selling out during the quarter.
Denver PWM sold 141 Phinia Inc shares in Q3 2024, an estimated $5.57K.
Denver PWM first reported a position in Phinia Inc in Q2 2024 and held it in 1 quarter.
Denver PWM's Phinia Inc position peaked at $5.57K in Q2 2024.
337 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2024.

Based on Denver PWM's 13F filing for Q3 2024, filed 31 Oct 2024.