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American Portfolios Advisors’s Pultegroup PHM Stock Holding History

American Portfolios Advisors’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
Q3 		$27.3K Hold
729
– – ﹤0.01% 2026
2022
Q2 		$28.9K Buy
729
+150
+26% +$6.32K ﹤0.01% 2042
2022
Q1 		$24.3K Sell
579
-303
-34% -$15K ﹤0.01% 2266
2021
Q4 		$50.4K Sell
882
-5,992
-87% -$307K ﹤0.01% 1865
2021
Q3 		$316K Buy
6,874
+20
+0.3% +$1.04K 0.01% 913
2021
Q2 		$374K Buy
6,854
+6,475
+1,708% +$362K 0.01% 848
2021
Q1 		$19.9K Sell
379
-4,727
-93% -$221K ﹤0.01% 2076
2020
Q4 		$220K Buy
5,106
+187
+4% +$8.29K 0.01% 852
2020
Q3 		$228K Sell
4,919
-8,217
-63% -$352K 0.01% 745
2020
Q2 		$447K Sell
13,136
-271
-2% -$8.14K 0.03% 466
2020
Q1 		$299K Sell
13,407
-1,477
-10% -$57K 0.02% 522
2019
Q4 		$577K Buy
14,884
+996
+7% +$38.7K 0.04% 386
2019
Q3 		$508K Buy
13,888
+5,121
+58% +$170K 0.04% 395
2019
Q2 		$277K Buy
8,767
+8,679
+9,863% +$271K 0.02% 587
2019
Q1 		$2.46K Buy
+88
New +$2.4K ﹤0.01% 2324
2018
Q1 		– Sell
-126
Closed -$4.19K – 2377
2017
Q4 		$4.19K Buy
+126
New +$3.91K ﹤0.01% 1898

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Portfolios Advisors's PHM Position: Q3 2022 in Review

American Portfolios Advisors held its Pultegroup (PHM) position steady in Q3 2022 at 729 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

American Portfolios Advisors first reported a position in PHM in Q4 2017 and has held it in 16 quarters since. The position peaked at $577K in Q4 2019. 634 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • American Portfolios Advisors held 729 shares of Pultegroup worth $27.3K as of Q3 2022.
  • American Portfolios Advisors left its Pultegroup share count unchanged in Q3 2022.
  • Pultegroup made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2026 holding.
  • American Portfolios Advisors first reported a position in Pultegroup in Q4 2017 and has held it in 16 quarters since.
  • American Portfolios Advisors's Pultegroup position peaked at $577K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.