BDO Wealth Advisors’s Pultegroup PHM Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$15.8K	Buy	203 +135	+199%	+$9.15K	﹤0.01%	624
2023 Q1	$3.96K	Hold	68	–	–	﹤0.01%	827
2022 Q4	$3.1K	Hold	68	–	–	﹤0.01%	821
2022 Q3	$3K	Hold	68	–	–	﹤0.01%	890
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	860
2022 Q1	$3K	Hold	68	–	–	﹤0.01%	898
2021 Q4	$4K	Buy	68 +18	+36%	+$923	﹤0.01%	875
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	954
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	950
2021 Q1	$3K	Buy	+50	New	+$2.33K	﹤0.01%	945
2019 Q1	–	Sell	-500	Closed	-$13K	–	650
2018 Q4	$13K	Hold	500	–	–	﹤0.01%	383
2018 Q3	$12K	Hold	500	–	–	﹤0.01%	441
2018 Q2	$14K	Buy	+500	New	+$15K	﹤0.01%	420

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BDO Wealth Advisors's PHM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Pultegroup (PHM) stake by 199% in Q2 2023, buying an estimated $9.15K and bringing the position to 203 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

BDO Wealth Advisors first reported a position in PHM in Q2 2018 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

BDO Wealth Advisors held 203 shares of Pultegroup worth $15.8K as of Q2 2023.
BDO Wealth Advisors bought 135 Pultegroup shares in Q2 2023, an estimated $9.15K.
Pultegroup made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #624 holding.
BDO Wealth Advisors first reported a position in Pultegroup in Q2 2018 and has held it in 13 quarters since.
765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.