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Salem Investment Counselors’s Phinia Inc PHIN Stock Holding History

Salem Investment Counselors’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
-1,438
Closed -$38.5K – 1140
2023
Q3 		$38.5K Buy
+1,438
New +$39.8K ﹤0.01% 570

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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Salem Investment Counselors's PHIN Position: Q4 2023 in Review

Salem Investment Counselors sold out of Phinia Inc (PHIN) in Q4 2023, closing a stake of 1,438 shares — an estimated $38.5K sold.

Salem Investment Counselors first reported a position in PHIN in Q3 2023 and held it in 1 quarter. The position peaked at $38.5K in Q3 2023. 311 funds tracked by Wall St. Rank hold PHIN as of Q4 2023.

  • Salem Investment Counselors reported no remaining Phinia Inc position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 1,438 Phinia Inc shares in Q4 2023, an estimated $38.5K.
  • Salem Investment Counselors first reported a position in Phinia Inc in Q3 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Phinia Inc position peaked at $38.5K in Q3 2023.
  • 311 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.