Baldwin Wealth Partners’s Pultegroup PHM Stock Holding History

Baldwin 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	-923	Closed	-$133K	–	797
2024 Q3	$133K	Buy	+923	New	+$117K	0.01%	382

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 923 shares — an estimated $133K sold.

Baldwin Wealth Partners first reported a position in PHM in Q3 2024 and held it in 1 quarter. The position peaked at $133K in Q3 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Baldwin Wealth Partners reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 923 Pultegroup shares in Q4 2024, an estimated $133K.
Baldwin Wealth Partners first reported a position in Pultegroup in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Pultegroup position peaked at $133K in Q3 2024.
984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.