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CLA (CliftonLarsonAllen) Wealth Advisors’s Pultegroup PHM Stock Holding History

CLA (CliftonLarsonAllen) 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
Q4 		– Sell
-5,000
Closed -$230K – 263
2021
Q3 		$230K Hold
5,000
– – 0.01% 294
2021
Q2 		$273K Buy
+5,000
New +$280K 0.01% 277

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PHM Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 5,000 shares — an estimated $230K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PHM in Q2 2021 and held it in 2 quarters. The position peaked at $273K in Q2 2021. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,000 Pultegroup shares in Q4 2021, an estimated $230K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Pultegroup in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Pultegroup position peaked at $273K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.