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Global Retirement Partners’s Phunware PHUN Stock Holding History

Global Retirement Partners’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
2024
Q4 		$208 Hold
40
– – ﹤0.01% 3500
2024
Q3 		$137 Hold
40
– – ﹤0.01% 3395
2024
Q2 		$220 Hold
40
– – ﹤0.01% 3407
2024
Q1 		$358 Hold
40
– – ﹤0.01% 3187
2023
Q4 		$840 Buy
+40
New +$281 ﹤0.01% 2946
2023
Q3 		– Hold
0
– -$1 – 3320
2023
Q2 		– Hold
0
– – – 3192
2023
Q1 		– Hold
0
– – – 3187

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's PHUN Position: Q4 2024 in Review

Global Retirement Partners held its Phunware (PHUN) position steady in Q4 2024 at 40 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

Global Retirement Partners first reported a position in PHUN in Q4 2023 and has held it in 5 quarters since. The position peaked at $840 in Q4 2023. 34 funds tracked by Wall St. Rank hold PHUN as of Q4 2024.

  • Global Retirement Partners held 40 shares of Phunware worth $208 as of Q4 2024.
  • Global Retirement Partners left its Phunware share count unchanged in Q4 2024.
  • Phunware made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3500 holding.
  • Global Retirement Partners first reported a position in Phunware in Q4 2023 and has held it in 5 quarters since.
  • Global Retirement Partners's Phunware position peaked at $840 in Q4 2023.
  • 34 funds tracked by Wall St. Rank held Phunware as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.