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Bulltick Wealth Management’s Pultegroup PHM Stock Holding History

Bulltick 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
-169,185
Closed -$6.37M – 148
2022
Q3 		$6.37M Hold
169,185
– – 1.91% 20
2022
Q2 		$6.73M Buy
169,185
+19,715
+13% +$830K 1.8% 18
2022
Q1 		$6.29M Buy
+149,470
New +$7.42M 1.42% 28

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bulltick Wealth Management's PHM Position: Q4 2022 in Review

Bulltick Wealth Management sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 169,185 shares — an estimated $6.37M sold.

Bulltick Wealth Management first reported a position in PHM in Q1 2022 and held it in 3 quarters. The position peaked at $6.73M in Q2 2022. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Bulltick Wealth Management reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Bulltick Wealth Management sold 169,185 Pultegroup shares in Q4 2022, an estimated $6.37M.
  • Bulltick Wealth Management first reported a position in Pultegroup in Q1 2022 and held it in 3 quarters.
  • Bulltick Wealth Management's Pultegroup position peaked at $6.73M in Q2 2022.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Bulltick Wealth Management's 13F filing for Q4 2022, filed 25 Apr 2024.