Avestar Capital’s Pultegroup PHM Stock Holding History

Avestar Capital’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 Q3	–	Sell	-1,964	Closed	-$208K	–	513
2025 Q2	$208K	Sell	1,964 -1,124	-36%	-$113K	0.02%	458
2025 Q1	$318K	Buy	3,088 +759	+33%	+$82K	0.03%	366
2024 Q4	$254K	Buy	2,329 +178	+8%	+$23.1K	0.02%	422
2024 Q3	$309K	Buy	+2,151	New	+$273K	0.03%	341
2022 Q2	–	Sell	-21,039	Closed	-$885K	–	379
2022 Q1	$885K	Sell	21,039 -2,242	-10%	-$111K	0.17%	140
2021 Q4	$1.33M	Sell	23,281 -7,748	-25%	-$397K	0.24%	132
2021 Q3	$1.43M	Buy	31,029 +1,466	+5%	+$76.2K	0.28%	135
2021 Q2	$1.62M	Buy	29,563 +17,829	+152%	+$997K	0.31%	116
2021 Q1	$689K	Buy	+11,734	New	+$548K	0.15%	142
2019 Q3	–	Sell	-74	Closed	-$1K	–	652
2019 Q2	$1K	Hold	74	–	–	﹤0.01%	790
2019 Q1	$0	Hold	74	–	–	﹤0.01%	959
2018 Q4	$0	Sell	74 -708	-91%	-$17.5K	﹤0.01%	960
2018 Q3	$18K	Hold	782	–	–	0.01%	380
2018 Q2	$22K	Buy	782 +148	+23%	+$4.45K	0.01%	342
2018 Q1	$17K	Buy	634 +64	+11%	+$1.99K	0.01%	363
2017 Q4	$18K	Buy	+570	New	+$17.7K	0.01%	364

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

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

Dimensional Fund Advisors

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