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Accel Wealth Management’s Pultegroup PHM Stock Holding History

Accel 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
2022
Q4 		– Sell
-29
Closed -$1K – 1083
2022
Q3 		$1K Hold
29
– – ﹤0.01% 1011
2022
Q2 		$1K Buy
+29
New +$1.22K ﹤0.01% 971
2022
Q1 		– Sell
-42
Closed -$2K – 959
2021
Q4 		$2K Buy
+42
New +$2.15K ﹤0.01% 884
2021
Q3 		– Sell
-42
Closed -$2K – 872
2021
Q2 		$2K Buy
42
+1
+2% +$56 ﹤0.01% 863
2021
Q1 		$2K Hold
41
– – ﹤0.01% 833
2020
Q4 		$2K Buy
+41
New +$1.82K ﹤0.01% 795

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Accel Wealth Management's PHM Position: Q4 2022 in Review

Accel Wealth Management sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 29 shares — an estimated $1K sold.

Accel Wealth Management first reported a position in PHM in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Accel Wealth Management reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 29 Pultegroup shares in Q4 2022, an estimated $1K.
  • Accel Wealth Management first reported a position in Pultegroup in Q4 2020 and held it in 6 quarters.
  • Accel Wealth Management's Pultegroup position peaked at $2K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.