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American Institute for Advanced Investment Management’s Pultegroup PHM Stock Holding History

American Institute for Advanced Investment 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
Q4 		– Sell
-2,290
Closed -$329K – 139
2024
Q3 		$329K Buy
2,290
+315
+16% +$40K 0.24% 105
2024
Q2 		$217K Hold
1,975
– – 0.17% 128
2024
Q1 		$238K Hold
1,975
– – 0.19% 120
2023
Q4 		$204K Buy
+1,975
New +$168K 0.18% 118

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Institute for Advanced Investment Management's PHM Position: Q4 2024 in Review

American Institute for Advanced Investment Management sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 2,290 shares — an estimated $329K sold.

American Institute for Advanced Investment Management first reported a position in PHM in Q4 2023 and held it in 4 quarters. The position peaked at $329K in Q3 2024. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • American Institute for Advanced Investment Management reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 2,290 Pultegroup shares in Q4 2024, an estimated $329K.
  • American Institute for Advanced Investment Management first reported a position in Pultegroup in Q4 2023 and held it in 4 quarters.
  • American Institute for Advanced Investment Management's Pultegroup position peaked at $329K in Q3 2024.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.