Cetera Advisor Networks’s Pultegroup PHM Stock Holding History

Cetera Advisor Networks’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 Q1	$5.01M	Buy	41,535 +13,071	+46%	+$1.4M	0.02%	628
2023 Q4	$2.94M	Buy	28,464 +5,988	+27%	+$509K	0.02%	807
2023 Q3	$1.66M	Buy	22,476 +6,081	+37%	+$485K	0.01%	981
2023 Q2	$1.27M	Buy	16,395 +164	+1%	+$11.1K	0.01%	1104
2023 Q1	$946K	Buy	16,231 +977	+6%	+$52.8K	0.01%	1273
2022 Q4	$695K	Buy	15,254 +7,342	+93%	+$309K	0.01%	1408
2022 Q3	$297K	Sell	7,912 -4,307	-35%	-$181K	﹤0.01%	1609
2022 Q2	$484K	Buy	12,219 +6,955	+132%	+$293K	0.01%	1297
2022 Q1	$221K	Buy	+5,264	New	+$261K	﹤0.01%	1818
2020 Q3	–	Sell	-1,276	Closed	-$43K	–	2524
2020 Q2	$43K	Buy	+1,276	New	+$38.3K	﹤0.01%	1993

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cetera Advisor Networks's PHM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Pultegroup (PHM) stake by 46% in Q1 2024, buying an estimated $1.4M and bringing the position to 41,535 shares worth $5.01M. The position accounts for 0.02% of the portfolio, ranked #628.

Cetera Advisor Networks first reported a position in PHM in Q2 2020 and has held it in 10 quarters since. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Cetera Advisor Networks held 41,535 shares of Pultegroup worth $5.01M as of Q1 2024.
Cetera Advisor Networks bought 13,071 Pultegroup shares in Q1 2024, an estimated $1.4M.
Pultegroup made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #628 holding.
Cetera Advisor Networks first reported a position in Pultegroup in Q2 2020 and has held it in 10 quarters since.
913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.