MWA
PHIN icon

MFA Wealth Advisors’s Phinia Inc PHIN Stock Holding History

MFA Wealth Advisors’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
-67
Closed -$3.08K – 301
2024
Q3 		$3.08K Hold
67
– – ﹤0.01% 417
2024
Q2 		$2.64K Buy
+67
New +$2.76K ﹤0.01% 437

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MFA Wealth Advisors's PHIN Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Phinia Inc (PHIN) in Q4 2024, closing a stake of 67 shares — an estimated $3.08K sold.

MFA Wealth Advisors first reported a position in PHIN in Q2 2024 and held it in 2 quarters. The position peaked at $3.08K in Q3 2024. 334 funds tracked by Wall St. Rank hold PHIN as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Phinia Inc position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 67 Phinia Inc shares in Q4 2024, an estimated $3.08K.
  • MFA Wealth Advisors first reported a position in Phinia Inc in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Phinia Inc position peaked at $3.08K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.