FEG
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Financial Enhancement Group’s Phinia Inc PHIN Stock Holding History

Financial Enhancement Group’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
Q1 		– Sell
-33,289
Closed -$946K – 120
2023
Q4 		$946K Buy
33,289
+1,149
+4% +$30.8K 0.17% 75
2023
Q3 		$882K Buy
32,140
+31
+0.1% +$859 0.17% 80
2023
Q2 		$959K Buy
+32,109
New +$1.06M 0.18% 79

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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Financial Enhancement Group's PHIN Position: Q1 2024 in Review

Financial Enhancement Group sold out of Phinia Inc (PHIN) in Q1 2024, closing a stake of 33,289 shares — an estimated $946K sold.

Financial Enhancement Group first reported a position in PHIN in Q2 2023 and held it in 3 quarters. The position peaked at $959K in Q2 2023. 346 funds tracked by Wall St. Rank hold PHIN as of Q1 2024.

  • Financial Enhancement Group reported no remaining Phinia Inc position as of Q1 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 33,289 Phinia Inc shares in Q1 2024, an estimated $946K.
  • Financial Enhancement Group first reported a position in Phinia Inc in Q2 2023 and held it in 3 quarters.
  • Financial Enhancement Group's Phinia Inc position peaked at $959K in Q2 2023.
  • 346 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2024.

Based on Financial Enhancement Group's 13F filing for Q1 2024, filed 15 Apr 2024.