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BOK Financial Private Wealth’s Pultegroup PHM Stock Holding History

BOK Financial Private Wealth’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 		– Hold
0
– -$3 – 681
2024
Q3 		– Hold
0
– – – 534
2024
Q2 		– Hold
0
– – – 465
2024
Q1 		– Sell
-302
Closed -$31.2K – 528
2023
Q4 		$31.2K Hold
302
– – ﹤0.01% 290
2023
Q3 		$22.4K Hold
302
– – ﹤0.01% 291
2023
Q2 		$23.5K Sell
302
-45
-13% -$3.05K ﹤0.01% 279
2023
Q1 		$20.3K Buy
347
+45
+15% +$2.43K ﹤0.01% 309
2022
Q4 		$13.8K Hold
302
– – ﹤0.01% 311
2022
Q3 		$11K Hold
302
– – ﹤0.01% 325
2022
Q2 		$12K Buy
+302
New +$12.7K ﹤0.01% 330

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return