SFMG Wealth Advisors’s Phunware PHUN Stock Holding History

SFMG Wealth 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 Q2	–	Sell	-333	Closed	-$27K	–	272
2021 Q1	$27K	Hold	333	–	–	﹤0.01%	238
2020 Q4	$21K	Hold	333	–	–	﹤0.01%	227
2020 Q3	$15K	Hold	333	–	–	﹤0.01%	186
2020 Q2	$20K	Hold	333	–	–	﹤0.01%	164
2020 Q1	$11K	Hold	333	–	–	﹤0.01%	141
2019 Q4	$20K	Hold	333	–	–	﹤0.01%	169
2019 Q3	$24K	Hold	333	–	–	﹤0.01%	154
2019 Q2	$29K	Buy	+333	New	+$101K	﹤0.01%	154

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CAM

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

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

SFMG Wealth Advisors's PHUN Position: Q2 2021 in Review

SFMG Wealth Advisors sold out of Phunware (PHUN) in Q2 2021, closing a stake of 333 shares — an estimated $27K sold.

SFMG Wealth Advisors first reported a position in PHUN in Q2 2019 and held it in 8 quarters. The position peaked at $29K in Q2 2019. 27 funds tracked by Wall St. Rank hold PHUN as of Q2 2021.

SFMG Wealth Advisors reported no remaining Phunware position as of Q2 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 333 Phunware shares in Q2 2021, an estimated $27K.
SFMG Wealth Advisors first reported a position in Phunware in Q2 2019 and held it in 8 quarters.
SFMG Wealth Advisors's Phunware position peaked at $29K in Q2 2019.
27 funds tracked by Wall St. Rank held Phunware as of Q2 2021.

Based on SFMG Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.