Burt Wealth Advisors’s Pultegroup PHM Stock Holding History

Burt 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
2021 Q1	–	Sell	-1,000	Closed	-$43K	–	282
2020 Q4	$43K	Hold	1,000	–	–	0.01%	189
2020 Q3	$46K	Hold	1,000	–	–	0.02%	182
2020 Q2	$34K	Hold	1,000	–	–	0.01%	198
2020 Q1	$22K	Hold	1,000	–	–	0.01%	220
2019 Q4	$39K	Hold	1,000	–	–	0.02%	190
2019 Q3	$37K	Hold	1,000	–	–	0.02%	194
2019 Q2	$32K	Hold	1,000	–	–	0.01%	199
2019 Q1	$28K	Hold	1,000	–	–	0.01%	209
2018 Q4	$26K	Buy	+1,000	New	+$24.7K	0.01%	215

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Burt Wealth Advisors's PHM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 1,000 shares — an estimated $43K sold.

Burt Wealth Advisors first reported a position in PHM in Q4 2018 and held it in 9 quarters. The position peaked at $46K in Q3 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

Burt Wealth Advisors reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,000 Pultegroup shares in Q1 2021, an estimated $43K.
Burt Wealth Advisors first reported a position in Pultegroup in Q4 2018 and held it in 9 quarters.
Burt Wealth Advisors's Pultegroup position peaked at $46K in Q3 2020.
682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.