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Glassman Wealth Services’s Phinia Inc PHIN Stock Holding History

Glassman Wealth Services’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
-44
Closed -$1.33K – 1370
2023
Q4 		$1.33K Hold
44
– – ﹤0.01% 1461
2023
Q3 		$1.18K Buy
+44
New +$1.22K ﹤0.01% 1504

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 $3.38T AUM 44.17% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $853M AUM 18.22% 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

Glassman Wealth Services's PHIN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Phinia Inc (PHIN) in Q1 2024, closing a stake of 44 shares — an estimated $1.33K sold.

Glassman Wealth Services first reported a position in PHIN in Q3 2023 and held it in 2 quarters. The position peaked at $1.33K in Q4 2023. 346 funds tracked by Wall St. Rank hold PHIN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Phinia Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 44 Phinia Inc shares in Q1 2024, an estimated $1.33K.
  • Glassman Wealth Services first reported a position in Phinia Inc in Q3 2023 and held it in 2 quarters.
  • Glassman Wealth Services's Phinia Inc position peaked at $1.33K in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.