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Core Wealth Advisors (Florida)’s Phunware PHUN Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q4 		– Sell
-47
Closed -$2K – 190
2020
Q3 		$2K Buy
+47
New +$2.88K ﹤0.01% 136

Other funds holding PHUN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PHUN Position: Q4 2020 in Review

Core Wealth Advisors (Florida) sold out of Phunware (PHUN) in Q4 2020, closing a stake of 47 shares — an estimated $2K sold.

Core Wealth Advisors (Florida) first reported a position in PHUN in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 19 funds tracked by Wall St. Rank hold PHUN as of Q4 2020.

  • Core Wealth Advisors (Florida) reported no remaining Phunware position as of Q4 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 47 Phunware shares in Q4 2020, an estimated $2K.
  • Core Wealth Advisors (Florida) first reported a position in Phunware in Q3 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Phunware position peaked at $2K in Q3 2020.
  • 19 funds tracked by Wall St. Rank held Phunware as of Q4 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2020, filed 5 Feb 2021.