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First Pacific Financial’s Phinia Inc PHIN Stock Holding History

First Pacific Financial’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
-1,251
Closed -$48.1K – 452
2024
Q1 		$48.1K Sell
1,251
-212
-14% -$6.9K 0.01% 178
2023
Q4 		$44.3K Sell
1,463
-155
-10% -$4.16K 0.01% 181
2023
Q3 		$43.3K Buy
+1,618
New +$44.8K 0.02% 164

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 $3.38T AUM 44.17% 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

First Pacific Financial's PHIN Position: Q2 2024 in Review

First Pacific Financial sold out of Phinia Inc (PHIN) in Q2 2024, closing a stake of 1,251 shares — an estimated $48.1K sold.

First Pacific Financial first reported a position in PHIN in Q3 2023 and held it in 3 quarters. The position peaked at $48.1K in Q1 2024. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

  • First Pacific Financial reported no remaining Phinia Inc position as of Q2 2024 after selling out during the quarter.
  • First Pacific Financial sold 1,251 Phinia Inc shares in Q2 2024, an estimated $48.1K.
  • First Pacific Financial first reported a position in Phinia Inc in Q3 2023 and held it in 3 quarters.
  • First Pacific Financial's Phinia Inc position peaked at $48.1K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on First Pacific Financial's 13F filing for Q2 2024, filed 19 Jul 2024.