Impact Partnership Wealth’s Phinia Inc PHIN Stock Holding History

Impact Partnership Wealth’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
2023 Q4	–	Sell	-8	Closed	-$215	–	1033
2023 Q3	$215	Buy	+8	New	+$222	﹤0.01%	959

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Impact Partnership Wealth's PHIN Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Phinia Inc (PHIN) in Q4 2023, closing a stake of 8 shares — an estimated $215 sold.

Impact Partnership Wealth first reported a position in PHIN in Q3 2023 and held it in 1 quarter. The position peaked at $215 in Q3 2023. 311 funds tracked by Wall St. Rank hold PHIN as of Q4 2023.

Impact Partnership Wealth reported no remaining Phinia Inc position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 8 Phinia Inc shares in Q4 2023, an estimated $215.
Impact Partnership Wealth first reported a position in Phinia Inc in Q3 2023 and held it in 1 quarter.
Impact Partnership Wealth's Phinia Inc position peaked at $215 in Q3 2023.
311 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.