TFO Wealth Partners’s Phinia Inc PHIN Stock Holding History

TFO 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
2024 Q2	–	Sell	-2	Closed	-$77	–	578
2024 Q1	$77	Hold	2	–	–	﹤0.01%	679
2023 Q4	$61	Buy	+2	New	+$54	﹤0.01%	858

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

TFO Wealth Partners's PHIN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Phinia Inc (PHIN) in Q2 2024, closing a stake of 2 shares — an estimated $77 sold.

TFO Wealth Partners first reported a position in PHIN in Q4 2023 and held it in 2 quarters. The position peaked at $77 in Q1 2024. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

TFO Wealth Partners reported no remaining Phinia Inc position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Phinia Inc shares in Q2 2024, an estimated $77.
TFO Wealth Partners first reported a position in Phinia Inc in Q4 2023 and held it in 2 quarters.
TFO Wealth Partners's Phinia Inc position peaked at $77 in Q1 2024.
342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.