LBMC Investment Advisors’s Phunware PHUN Stock Holding History

LBMC Investment 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
2021 Q3	–	Sell	-333	Closed	-$23K	–	168
2021 Q2	$23K	Buy	+333	New	+$24.4K	﹤0.01%	164

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

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

LBMC Investment Advisors's PHUN Position: Q3 2021 in Review

LBMC Investment Advisors sold out of Phunware (PHUN) in Q3 2021, closing a stake of 333 shares — an estimated $23K sold.

LBMC Investment Advisors first reported a position in PHUN in Q2 2021 and held it in 1 quarter. The position peaked at $23K in Q2 2021. 31 funds tracked by Wall St. Rank hold PHUN as of Q3 2021.

LBMC Investment Advisors reported no remaining Phunware position as of Q3 2021 after selling out during the quarter.
LBMC Investment Advisors sold 333 Phunware shares in Q3 2021, an estimated $23K.
LBMC Investment Advisors first reported a position in Phunware in Q2 2021 and held it in 1 quarter.
LBMC Investment Advisors's Phunware position peaked at $23K in Q2 2021.
31 funds tracked by Wall St. Rank held Phunware as of Q3 2021.

Based on LBMC Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.