IFP Advisors’s Phunware PHUN Stock Holding History

IFP Advisors’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	–	Sell	-100	Closed	-$342	–	4646
2024 Q3	$342	Buy	+100	New	+$405	﹤0.01%	3173

Other funds holding PHUN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's PHUN Position: Q4 2024 in Review

IFP Advisors sold out of Phunware (PHUN) in Q4 2024, closing a stake of 100 shares — an estimated $342 sold.

IFP Advisors first reported a position in PHUN in Q3 2024 and held it in 1 quarter. The position peaked at $342 in Q3 2024. 34 funds tracked by Wall St. Rank hold PHUN as of Q4 2024.

IFP Advisors reported no remaining Phunware position as of Q4 2024 after selling out during the quarter.
IFP Advisors sold 100 Phunware shares in Q4 2024, an estimated $342.
IFP Advisors first reported a position in Phunware in Q3 2024 and held it in 1 quarter.
IFP Advisors's Phunware position peaked at $342 in Q3 2024.
34 funds tracked by Wall St. Rank held Phunware as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.