Westend Capital Management’s Phinia Inc PHIN Stock Holding History

Westend Capital Management’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	-8	Closed	-$307	–	298
2024 Q1	$307	Buy	+8	New	+$260	﹤0.01%	312

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

Westend Capital Management's PHIN Position: Q2 2024 in Review

Westend Capital Management sold out of Phinia Inc (PHIN) in Q2 2024, closing a stake of 8 shares — an estimated $307 sold.

Westend Capital Management first reported a position in PHIN in Q1 2024 and held it in 1 quarter. The position peaked at $307 in Q1 2024. 342 funds tracked by Wall St. Rank hold PHIN as of Q2 2024.

Westend Capital Management reported no remaining Phinia Inc position as of Q2 2024 after selling out during the quarter.
Westend Capital Management sold 8 Phinia Inc shares in Q2 2024, an estimated $307.
Westend Capital Management first reported a position in Phinia Inc in Q1 2024 and held it in 1 quarter.
Westend Capital Management's Phinia Inc position peaked at $307 in Q1 2024.
342 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2024.

Based on Westend Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.