Arete Wealth Advisors’s Pultegroup PHM Stock Holding History

Arete Wealth 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
2025 Q1	–	Sell	-16,549	Closed	-$1.8M	–	792
2024 Q4	$1.8M	Sell	16,549 -3,364	-17%	-$437K	0.13%	165
2024 Q3	$2.86M	Sell	19,913 -22,842	-53%	-$2.9M	0.25%	88
2024 Q2	$4.71M	Buy	42,755 +288	+0.7%	+$32.7K	0.39%	56
2024 Q1	$4.74M	Buy	42,467 +1,732	+4%	+$186K	0.44%	55
2023 Q4	$4.2M	Buy	40,735 +8,184	+25%	+$695K	0.32%	66
2023 Q3	$2.41M	Buy	+32,551	New	+$2.59M	0.42%	56
2023 Q2	–	Sell	-29,026	Closed	-$1.69M	–	730
2023 Q1	$1.69M	Buy	29,026 +6,152	+27%	+$332K	0.14%	139
2022 Q4	$1.04B	Buy	22,874 +10,284	+82%	+$433K	0.09%	192
2022 Q3	$472K	Buy	+12,590	New	+$530K	0.05%	309
2022 Q2	–	Sell	-11,496	Closed	-$484K	–	539
2022 Q1	$484K	Buy	11,496 +126	+1%	+$6.25K	0.04%	287
2021 Q4	$650K	Buy	+11,370	New	+$583K	0.06%	246

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return