Wetzel Investment Advisors’s Phinia Inc PHIN Stock Holding History

Wetzel Investment Advisors’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 Q1	–	Sell	-2	Closed	–	–	1084
2023 Q4	$0	Buy	+2	New	+$54	﹤0.01%	1037

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Wetzel Investment Advisors's PHIN Position: Q1 2024 in Review

Wetzel Investment Advisors sold out of Phinia Inc (PHIN) in Q1 2024, closing a stake of 2 shares.

Wetzel Investment Advisors first reported a position in PHIN in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 346 funds tracked by Wall St. Rank hold PHIN as of Q1 2024.

Wetzel Investment Advisors reported no remaining Phinia Inc position as of Q1 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 2 Phinia Inc shares in Q1 2024.
Wetzel Investment Advisors first reported a position in Phinia Inc in Q4 2023 and held it in 1 quarter.
Wetzel Investment Advisors's Phinia Inc position peaked at $0 in Q4 2023.
346 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.