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Global Wealth Management Investment Advisory’s Phunware PHUN Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-30
Closed -$4K – 516
2021
Q4 		$4K Sell
30
-50
-63% -$7.68K ﹤0.01% 366
2021
Q3 		$4K Buy
+80
New +$4.25K ﹤0.01% 377

Other funds holding PHUN

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 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
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

Global Wealth Management Investment Advisory's PHUN Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of Phunware (PHUN) in Q1 2022, closing a stake of 30 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in PHUN in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 56 funds tracked by Wall St. Rank hold PHUN as of Q1 2022.

  • Global Wealth Management Investment Advisory reported no remaining Phunware position as of Q1 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 30 Phunware shares in Q1 2022, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Phunware in Q3 2021 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Phunware position peaked at $4K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held Phunware as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.