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Balboa Wealth Partners’s Pultegroup PHM Stock Holding History

Balboa Wealth Partners’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
2024
Q4 		– Sell
-1,580
Closed -$227K – 374
2024
Q3 		$227K Buy
+1,580
New +$201K 0.06% 245
2023
Q3 		– Sell
-5,403
Closed -$420K – 313
2023
Q2 		$420K Buy
+5,403
New +$366K 0.15% 128

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's PHM Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,580 shares — an estimated $227K sold.

Balboa Wealth Partners first reported a position in PHM in Q2 2023 and held it in 2 quarters. The position peaked at $420K in Q2 2023. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,580 Pultegroup shares in Q4 2024, an estimated $227K.
  • Balboa Wealth Partners first reported a position in Pultegroup in Q2 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Pultegroup position peaked at $420K in Q2 2023.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.