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Cetera Advisors’s Pultegroup PHM Stock Holding History

Cetera 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
2024
Q1 		$1.84M Buy
15,253
+3,136
+26% +$336K 0.01% 855
2023
Q4 		$1.25M Buy
12,117
+6,104
+102% +$519K 0.02% 682
2023
Q3 		$445K Buy
6,013
+2,020
+51% +$161K 0.01% 1129
2023
Q2 		$310K Sell
3,993
-203
-5% -$13.8K ﹤0.01% 1295
2023
Q1 		$245K Buy
+4,196
New +$227K ﹤0.01% 1390
2020
Q1 		– Sell
-25,350
Closed -$986K – 923
2019
Q4 		$986K Sell
25,350
-3,605
-12% -$140K 0.04% 375
2019
Q3 		$1.06M Sell
28,955
-13,992
-33% -$466K 0.05% 341
2019
Q2 		$1.35M Buy
+42,947
New +$1.34M 0.06% 307
2018
Q3 		– Sell
-13,593
Closed -$388K – 990
2018
Q2 		$388K Buy
13,593
+1,267
+10% +$38.1K 0.02% 584
2018
Q1 		$363K Buy
+12,326
New +$382K 0.02% 554
2016
Q4 		– Sell
-21,138
Closed -$429K – 789
2016
Q3 		$429K Buy
+21,138
New +$438K 0.03% 461
2015
Q2 		– Sell
-46,761
Closed -$1.04M – 741
2015
Q1 		$1.04M Buy
46,761
+77
+0.2% +$1.68K 0.1% 245
2014
Q4 		$1M Buy
+46,684
New +$931K 0.1% 249
2014
Q3 		– Sell
-362,391
Closed -$7.29M – 640
2014
Q2 		$7.29M Sell
362,391
-3,163
-0.9% -$60.7K 0.82% 17
2014
Q1 		$7M Sell
365,554
-8,565
-2% -$169K 0.96% 17
2013
Q4 		$7.62M Buy
374,119
+3,332
+0.9% +$59.1K 1.13% 14
2013
Q3 		$6.12M Buy
+370,787
New +$6.32M 1.09% 16

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cetera Advisors's PHM Position: Q1 2024 in Review

Cetera Advisors increased its Pultegroup (PHM) stake by 26% in Q1 2024, buying an estimated $336K and bringing the position to 15,253 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #855.

Cetera Advisors first reported a position in PHM in Q3 2013 and has held it in 17 quarters since. The position peaked at $7.62M in Q4 2013. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Cetera Advisors held 15,253 shares of Pultegroup worth $1.84M as of Q1 2024.
  • Cetera Advisors bought 3,136 Pultegroup shares in Q1 2024, an estimated $336K.
  • Pultegroup made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #855 holding.
  • Cetera Advisors first reported a position in Pultegroup in Q3 2013 and has held it in 17 quarters since.
  • Cetera Advisors's Pultegroup position peaked at $7.62M in Q4 2013.
  • 912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

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