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Abich Financial Wealth Management’s Pultegroup PHM Stock Holding History

Abich Financial Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-56
Closed -$6.17K – 729
2024
Q2 		$6.17K Buy
56
+2
+4% +$227 ﹤0.01% 318
2024
Q1 		$6.51K Buy
54
+11
+26% +$1.18K 0.01% 271
2023
Q4 		$4.44K Buy
+43
New +$3.65K ﹤0.01% 263

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Abich Financial Wealth Management's PHM Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 56 shares — an estimated $6.17K sold.

Abich Financial Wealth Management first reported a position in PHM in Q4 2023 and held it in 3 quarters. The position peaked at $6.51K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 56 Pultegroup shares in Q3 2024, an estimated $6.17K.
  • Abich Financial Wealth Management first reported a position in Pultegroup in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Pultegroup position peaked at $6.51K in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.