Spire Wealth Management’s Phunware PHUN Stock Holding History

Spire Wealth Management’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
2023 Q2	–	Sell	-400	Closed	-$14.2K	–	2500
2023 Q1	$14.2K	Buy	+400	New	+$18.5K	﹤0.01%	1734

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

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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Spire Wealth Management's PHUN Position: Q2 2023 in Review

Spire Wealth Management sold out of Phunware (PHUN) in Q2 2023, closing a stake of 400 shares — an estimated $14.2K sold.

Spire Wealth Management first reported a position in PHUN in Q1 2023 and held it in 1 quarter. The position peaked at $14.2K in Q1 2023. 40 funds tracked by Wall St. Rank hold PHUN as of Q2 2023.

Spire Wealth Management reported no remaining Phunware position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 400 Phunware shares in Q2 2023, an estimated $14.2K.
Spire Wealth Management first reported a position in Phunware in Q1 2023 and held it in 1 quarter.
Spire Wealth Management's Phunware position peaked at $14.2K in Q1 2023.
40 funds tracked by Wall St. Rank held Phunware as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.