AWM
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Avior Wealth Management’s Pultegroup PHM Stock Holding History

Avior Wealth Management’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
-752
Closed -$81.9K – 1883
2024
Q4 		$81.9K Sell
752
-91
-11% -$11.8K ﹤0.01% 958
2024
Q3 		$121K Sell
843
-8
-0.9% -$1.02K ﹤0.01% 831
2024
Q2 		$93.7K Sell
851
-227
-21% -$25.8K ﹤0.01% 884
2024
Q1 		$130K Buy
1,078
+777
+258% +$83.4K 0.01% 857
2023
Q4 		$31.1K Sell
301
-182
-38% -$15.5K ﹤0.01% 811
2023
Q3 		$35.8K Hold
483
– – ﹤0.01% 835
2023
Q2 		$37.5K Hold
483
– – ﹤0.01% 823
2023
Q1 		$28.1K Buy
+483
New +$26.1K ﹤0.01% 889
2021
Q1 		– Sell
-3,668
Closed -$157K – 1110
2020
Q4 		$157K Buy
3,668
+1,381
+60% +$61.2K 0.02% 399
2020
Q3 		$105K Sell
2,287
-4,127
-64% -$177K 0.02% 445
2020
Q2 		$218K Sell
6,414
-787
-11% -$23.6K 0.03% 371
2020
Q1 		$160K Sell
7,201
-1,109
-13% -$42.8K 0.03% 372
2019
Q4 		$322K Hold
8,310
– – 0.05% 310
2019
Q3 		$303K Buy
8,310
+2,405
+41% +$80K 0.05% 297
2019
Q2 		$187K Sell
5,905
-4,115
-41% -$128K 0.03% 361
2019
Q1 		$280K Buy
+10,020
New +$273K 0.06% 288

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avior Wealth Management's PHM Position: Q1 2025 in Review

Avior Wealth Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 752 shares — an estimated $81.9K sold.

Avior Wealth Management first reported a position in PHM in Q1 2019 and held it in 16 quarters. The position peaked at $322K in Q4 2019. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Avior Wealth Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 752 Pultegroup shares in Q1 2025, an estimated $81.9K.
  • Avior Wealth Management first reported a position in Pultegroup in Q1 2019 and held it in 16 quarters.
  • Avior Wealth Management's Pultegroup position peaked at $322K in Q4 2019.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.