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Dynamic Wealth Strategies’s Phinia Inc PHIN Stock Holding History

Dynamic Wealth Strategies’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
Q2 		– Sell
-113
Closed -$4.79K – 243
2025
Q1 		$4.79K Buy
+113
New +$5.41K ﹤0.01% 213
2024
Q4 		– Sell
-122
Closed -$6K – 186
2024
Q3 		$6K Sell
122
-80
-40% -$3.6K ﹤0.01% 212
2024
Q2 		$8K Hold
202
– – 0.01% 206
2024
Q1 		$8K Sell
202
-127
-39% -$4.13K 0.01% 214
2023
Q4 		$9.96K Buy
+329
New +$8.82K 0.01% 201

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

Dynamic Wealth Strategies's PHIN Position: Q2 2025 in Review

Dynamic Wealth Strategies sold out of Phinia Inc (PHIN) in Q2 2025, closing a stake of 113 shares — an estimated $4.79K sold.

Dynamic Wealth Strategies first reported a position in PHIN in Q4 2023 and held it in 5 quarters. The position peaked at $9.96K in Q4 2023. 333 funds tracked by Wall St. Rank hold PHIN as of Q2 2025.

  • Dynamic Wealth Strategies reported no remaining Phinia Inc position as of Q2 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 113 Phinia Inc shares in Q2 2025, an estimated $4.79K.
  • Dynamic Wealth Strategies first reported a position in Phinia Inc in Q4 2023 and held it in 5 quarters.
  • Dynamic Wealth Strategies's Phinia Inc position peaked at $9.96K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2025, filed 13 Aug 2025.