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Cassady Schiller Wealth Management’s Pultegroup PHM Stock Holding History

Cassady Schiller 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
Q4 		$1.09K Buy
+10
New +$1.3K ﹤0.01% 766
2022
Q1 		– Sell
-3
Closed – – 461
2021
Q4 		$0 Buy
+3
New +$154 ﹤0.01% 626

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's PHM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Pultegroup (PHM) in Q4 2024: 10 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PHM as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in PHM in Q4 2021 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Pultegroup worth $1.09K as of Q4 2024.
  • Pultegroup was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Pultegroup made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #766 holding.
  • Cassady Schiller Wealth Management first reported a position in Pultegroup in Q4 2021 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.