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Optimum Investment Advisors’s Phinia Inc PHIN Stock Holding History

Optimum Investment 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
2025
Q2 		– Sell
-65
Closed -$2.74K – 633
2025
Q1 		$2.74K Hold
65
– – ﹤0.01% 583
2024
Q4 		$3.11K Hold
65
– – ﹤0.01% 572
2024
Q3 		$2.97K Hold
65
– – ﹤0.01% 588
2024
Q2 		$2.54K Sell
65
-24
-27% -$988 ﹤0.01% 586
2024
Q1 		$3.4K Buy
89
+1
+1% +$33 ﹤0.01% 584
2023
Q4 		$2.68K Sell
88
-50
-36% -$1.34K ﹤0.01% 579
2023
Q3 		$3.71K Buy
+138
New +$3.82K ﹤0.01% 621

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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Optimum Investment Advisors's PHIN Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Phinia Inc (PHIN) in Q2 2025, closing a stake of 65 shares — an estimated $2.74K sold.

Optimum Investment Advisors first reported a position in PHIN in Q3 2023 and held it in 7 quarters. The position peaked at $3.71K in Q3 2023. 333 funds tracked by Wall St. Rank hold PHIN as of Q2 2025.

  • Optimum Investment Advisors reported no remaining Phinia Inc position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 65 Phinia Inc shares in Q2 2025, an estimated $2.74K.
  • Optimum Investment Advisors first reported a position in Phinia Inc in Q3 2023 and held it in 7 quarters.
  • Optimum Investment Advisors's Phinia Inc position peaked at $3.71K in Q3 2023.
  • 333 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.