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Arkadios Wealth Advisors’s Pultegroup PHM Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-863
Closed -$39K – 1432
2021
Q3 		$39K Sell
863
-52
-6% -$2.7K 0.01% 963
2021
Q2 		$49K Buy
915
+79
+9% +$4.42K 0.01% 940
2021
Q1 		$43K Buy
836
+501
+150% +$23.4K 0.01% 729
2020
Q4 		$14K Buy
335
+68
+25% +$3.01K ﹤0.01% 872
2020
Q3 		$12.8K Buy
267
+4
+2% +$171 0.01% 695
2020
Q2 		$9.35K Sell
263
-7
-3% -$210 0.01% 693
2020
Q1 		$6.03K Buy
270
+9
+3% +$348 ﹤0.01% 746
2019
Q4 		$12.2K Buy
+261
New +$10.1K 0.01% 547

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arkadios Wealth Advisors's PHM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 863 shares — an estimated $39K sold.

Arkadios Wealth Advisors first reported a position in PHM in Q4 2019 and held it in 8 quarters. The position peaked at $49K in Q2 2021. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 863 Pultegroup shares in Q4 2021, an estimated $39K.
  • Arkadios Wealth Advisors first reported a position in Pultegroup in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Pultegroup position peaked at $49K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.