SWP
PHIN icon

Stratos Wealth Partners’s Phinia Inc PHIN Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-5,579
Closed -$269K – 1481
2024
Q4 		$269K Sell
5,579
-779
-12% -$38.5K ﹤0.01% 1194
2024
Q3 		$293K Buy
+6,358
New +$286K ﹤0.01% 1163

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Partners's PHIN Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Phinia Inc (PHIN) in Q1 2025, closing a stake of 5,579 shares — an estimated $269K sold.

Stratos Wealth Partners first reported a position in PHIN in Q3 2024 and held it in 2 quarters. The position peaked at $293K in Q3 2024. 336 funds tracked by Wall St. Rank hold PHIN as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Phinia Inc position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,579 Phinia Inc shares in Q1 2025, an estimated $269K.
  • Stratos Wealth Partners first reported a position in Phinia Inc in Q3 2024 and held it in 2 quarters.
  • Stratos Wealth Partners's Phinia Inc position peaked at $293K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.