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Fernwood Investment Management’s Phinia Inc PHIN Stock Holding History

Fernwood Investment Management’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 		– Sell
-128
Closed -$4.92K – 562
2024
Q1 		$4.92K Buy
+128
New +$4.17K ﹤0.01% 636

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fernwood Investment Management's PHIN Position: Q2 2024 in Review

Fernwood Investment Management sold out of Phinia Inc (PHIN) in Q2 2024, closing a stake of 128 shares — an estimated $4.92K sold.

Fernwood Investment Management first reported a position in PHIN in Q1 2024 and held it in 1 quarter. The position peaked at $4.92K in Q1 2024. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

  • Fernwood Investment Management reported no remaining Phinia Inc position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 128 Phinia Inc shares in Q2 2024, an estimated $4.92K.
  • Fernwood Investment Management first reported a position in Phinia Inc in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Phinia Inc position peaked at $4.92K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.