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Blue Bell Private Wealth Management’s Pultegroup PHM Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-142
Closed -$5K – 732
2022
Q3 		$5K Hold
142
– – ﹤0.01% 475
2022
Q2 		$6K Hold
142
– – ﹤0.01% 478
2022
Q1 		$6K Hold
142
– – ﹤0.01% 530
2021
Q4 		$8K Buy
+142
New +$7.28K ﹤0.01% 448

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Blue Bell Private Wealth Management's PHM Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 142 shares — an estimated $5K sold.

Blue Bell Private Wealth Management first reported a position in PHM in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 142 Pultegroup shares in Q4 2022, an estimated $5K.
  • Blue Bell Private Wealth Management first reported a position in Pultegroup in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Pultegroup position peaked at $8K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.