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WR Wealth Planners’s Phinia Inc PHIN Stock Holding History

WR Wealth Planners’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
Q4 		$337 Hold
7
– – ﹤0.01% 1034
2024
Q3 		$322 Buy
+7
New +$315 ﹤0.01% 1084
2023
Q4 		– Sell
-100
Closed -$2.68K – 664
2023
Q3 		$2.68K Buy
+100
New +$2.77K ﹤0.01% 740

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's PHIN Position: Q4 2024 in Review

WR Wealth Planners held its Phinia Inc (PHIN) position steady in Q4 2024 at 7 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

WR Wealth Planners first reported a position in PHIN in Q3 2023 and has held it in 3 quarters since. The position peaked at $2.68K in Q3 2023. 333 funds tracked by Wall St. Rank hold PHIN as of Q4 2024.

  • WR Wealth Planners held 7 shares of Phinia Inc worth $337 as of Q4 2024.
  • WR Wealth Planners left its Phinia Inc share count unchanged in Q4 2024.
  • Phinia Inc made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1034 holding.
  • WR Wealth Planners first reported a position in Phinia Inc in Q3 2023 and has held it in 3 quarters since.
  • WR Wealth Planners's Phinia Inc position peaked at $2.68K in Q3 2023.
  • 333 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.