SageView Advisory Group’s Phinia Inc PHIN Stock Holding History

SageView Advisory 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 Q2	–	Sell	-28,448	Closed	-$789K	–	701
2024 Q1	$789K	Buy	+28,448	New	+$926K	0.04%	235

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

SageView Advisory Group's PHIN Position: Q2 2024 in Review

SageView Advisory Group sold out of Phinia Inc (PHIN) in Q2 2024, closing a stake of 28,448 shares — an estimated $789K sold.

SageView Advisory Group first reported a position in PHIN in Q1 2024 and held it in 1 quarter. The position peaked at $789K in Q1 2024. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

SageView Advisory Group reported no remaining Phinia Inc position as of Q2 2024 after selling out during the quarter.
SageView Advisory Group sold 28,448 Phinia Inc shares in Q2 2024, an estimated $789K.
SageView Advisory Group first reported a position in Phinia Inc in Q1 2024 and held it in 1 quarter.
SageView Advisory Group's Phinia Inc position peaked at $789K in Q1 2024.
342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.