GWSG
PHIN icon

GPS Wealth Strategies Group’s Phinia Inc PHIN Stock Holding History

GPS Wealth Strategies 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
Q4 		– Sell
-40
Closed -$1.84K – 1429
2024
Q3 		$1.84K Hold
40
– – ﹤0.01% 1243
2024
Q2 		$1.57K Hold
40
– – ﹤0.01% 1230
2024
Q1 		$1.54K Hold
40
– – ﹤0.01% 1147
2023
Q4 		$1.21K Hold
40
– – ﹤0.01% 1148
2023
Q3 		$1.07K Buy
+40
New +$1.11K ﹤0.01% 1170

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GPS Wealth Strategies Group's PHIN Position: Q4 2024 in Review

GPS Wealth Strategies Group sold out of Phinia Inc (PHIN) in Q4 2024, closing a stake of 40 shares — an estimated $1.84K sold.

GPS Wealth Strategies Group first reported a position in PHIN in Q3 2023 and held it in 5 quarters. The position peaked at $1.84K in Q3 2024. 333 funds tracked by Wall St. Rank hold PHIN as of Q4 2024.

  • GPS Wealth Strategies Group reported no remaining Phinia Inc position as of Q4 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 40 Phinia Inc shares in Q4 2024, an estimated $1.84K.
  • GPS Wealth Strategies Group first reported a position in Phinia Inc in Q3 2023 and held it in 5 quarters.
  • GPS Wealth Strategies Group's Phinia Inc position peaked at $1.84K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2024, filed 24 Jan 2025.