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Financial Gravity Asset Management’s Phinia Inc PHIN Stock Holding History

Financial Gravity Asset 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
-1
Closed -$46 – 1695
2024
Q1 		$46 Buy
+1
New +$33 ﹤0.01% 1055
2023
Q4 		– Hold
0
– – – 1179

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Financial Gravity Asset Management's PHIN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Phinia Inc (PHIN) in Q2 2024, closing a stake of 1 share — an estimated $46 sold.

Financial Gravity Asset Management first reported a position in PHIN in Q1 2024 and held it in 1 quarter. The position peaked at $46 in Q1 2024. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Phinia Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Phinia Inc share in Q2 2024, an estimated $46.
  • Financial Gravity Asset Management first reported a position in Phinia Inc in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Phinia Inc position peaked at $46 in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.