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Professional Financial Advisors’s Phunware PHUN Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-9
Closed -$1K – 350
2022
Q3 		$1K Hold
9
– – ﹤0.01% 463
2022
Q2 		$0 Hold
9
– – ﹤0.01% 496
2022
Q1 		$1K Hold
9
– – ﹤0.01% 460
2021
Q4 		$1K Buy
+9
New +$1.38K ﹤0.01% 456

Other funds holding PHUN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Professional Financial Advisors's PHUN Position: Q4 2022 in Review

Professional Financial Advisors sold out of Phunware (PHUN) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in PHUN in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 45 funds tracked by Wall St. Rank hold PHUN as of Q4 2022.

  • Professional Financial Advisors reported no remaining Phunware position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 9 Phunware shares in Q4 2022, an estimated $1K.
  • Professional Financial Advisors first reported a position in Phunware in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's Phunware position peaked at $1K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held Phunware as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.