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Atlas Private Wealth Advisors’s Pultegroup PHM Stock Holding History

Atlas Private 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
2023
Q1 		– Sell
-6,137
Closed -$279K – 136
2022
Q4 		$279K Hold
6,137
– – 0.15% 105
2022
Q3 		$230K Hold
6,137
– – 0.14% 116
2022
Q2 		$243K Hold
6,137
– – 0.15% 114
2022
Q1 		$257K Buy
6,137
+449
+8% +$22.3K 0.11% 114
2021
Q4 		$325K Hold
5,688
– – 0.15% 113
2021
Q3 		$261K Hold
5,688
– – 0.14% 118
2021
Q2 		$310K Buy
5,688
+1,127
+25% +$63K 0.17% 98
2021
Q1 		$239K Buy
4,561
+86
+2% +$4.01K 0.13% 103
2020
Q4 		$193K Sell
4,475
-577
-11% -$25.6K 0.13% 107
2020
Q3 		$234K Sell
5,052
-560
-10% -$24K 0.2% 90
2020
Q2 		$191K Buy
+5,612
New +$169K 0.17% 112

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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

Atlas Private Wealth Advisors's PHM Position: Q1 2023 in Review

Atlas Private Wealth Advisors sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 6,137 shares — an estimated $279K sold.

Atlas Private Wealth Advisors first reported a position in PHM in Q2 2020 and held it in 11 quarters. The position peaked at $325K in Q4 2021. 696 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Atlas Private Wealth Advisors reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 6,137 Pultegroup shares in Q1 2023, an estimated $279K.
  • Atlas Private Wealth Advisors first reported a position in Pultegroup in Q2 2020 and held it in 11 quarters.
  • Atlas Private Wealth Advisors's Pultegroup position peaked at $325K in Q4 2021.
  • 696 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.