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Capital Asset Advisory Services’s Pultegroup PHM Stock Holding History

Capital Asset Advisory Services’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
-313
Closed -$14K – 1274
2020
Q4 		$14K Buy
+313
New +$13.9K ﹤0.01% 993

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State Street
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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 $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Asset Advisory Services's PHM Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 313 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in PHM in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 313 Pultegroup shares in Q1 2021, an estimated $14K.
  • Capital Asset Advisory Services first reported a position in Pultegroup in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Pultegroup position peaked at $14K in Q4 2020.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.