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Brophy Wealth Management’s Pultegroup PHM Stock Holding History

Brophy 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
2024
Q3 		$446K Buy
+3,109
New +$395K 0.16% 135

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brophy Wealth Management's PHM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Pultegroup (PHM) in Q3 2024: 3,109 shares worth $446K. The stake represents 0.16% of the portfolio and ranks #135 among its holdings.

1,003 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Brophy Wealth Management held 3,109 shares of Pultegroup worth $446K as of Q3 2024.
  • Pultegroup was a new Brophy Wealth Management position in Q3 2024.
  • Pultegroup made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #135 holding.
  • 1,003 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.