AWE
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Avidian Wealth Enterprises’s Pultegroup PHM Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-35,000
Closed -$178K – 390
2020
Q4 		$178K Buy
+35,000
New +$1.55M 0.02% 310

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avidian Wealth Enterprises's PHM Position: Q3 2019 in Review

Avidian Wealth Enterprises sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 26,991 shares — an estimated $853K sold.

Avidian Wealth Enterprises first reported a position in PHM in Q1 2019 and held it in 2 quarters. The position peaked at $853K in Q2 2019. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Avidian Wealth Enterprises reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 26,991 Pultegroup shares in Q3 2019, an estimated $853K.
  • Avidian Wealth Enterprises first reported a position in Pultegroup in Q1 2019 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Pultegroup position peaked at $853K in Q2 2019.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2019, filed 14 Nov 2019.