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Janiczek Wealth Management’s Phinia Inc PHIN Stock Holding History

Janiczek Wealth 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 		$2.32K Hold
59
– – ﹤0.01% 841
2024
Q1 		$2.27K Hold
59
– – ﹤0.01% 852
2023
Q4 		$1.79K Hold
59
– – ﹤0.01% 866
2023
Q3 		$1.58K Buy
+59
New +$1.63K ﹤0.01% 859

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Janiczek Wealth Management's PHIN Position: Q2 2024 in Review

Janiczek Wealth Management held its Phinia Inc (PHIN) position steady in Q2 2024 at 59 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Janiczek Wealth Management first reported a position in PHIN in Q3 2023 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

  • Janiczek Wealth Management held 59 shares of Phinia Inc worth $2.32K as of Q2 2024.
  • Janiczek Wealth Management left its Phinia Inc share count unchanged in Q2 2024.
  • Phinia Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #841 holding.
  • Janiczek Wealth Management first reported a position in Phinia Inc in Q3 2023 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.