BFC
PHUN icon

Bedel Financial Consulting’s Phunware PHUN Stock Holding History

Bedel Financial Consulting’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12
Closed -$2K – 686
2022
Q1 		$2K Hold
12
– – ﹤0.01% 890
2021
Q4 		$2K Hold
12
– – ﹤0.01% 897
2021
Q3 		$1K Hold
12
– – ﹤0.01% 950
2021
Q2 		$1K Hold
12
– – ﹤0.01% 940
2021
Q1 		$1K Buy
+12
New +$1.13K ﹤0.01% 904

Other funds holding PHUN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bedel Financial Consulting's PHUN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Phunware (PHUN) in Q2 2022, closing a stake of 12 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in PHUN in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 46 funds tracked by Wall St. Rank hold PHUN as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Phunware position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 12 Phunware shares in Q2 2022, an estimated $2K.
  • Bedel Financial Consulting first reported a position in Phunware in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Phunware position peaked at $2K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Phunware as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.