BWA
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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return