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Clearview Wealth Advisors’s Pultegroup PHM Stock Holding History

Clearview 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
2023
Q3 		– Sell
-50
Closed -$3.88K – 474
2023
Q2 		$3.88K Buy
+50
New +$3.39K ﹤0.01% 454
2021
Q4 		– Sell
-20
Closed -$1K – 726
2021
Q3 		$1K Hold
20
– – ﹤0.01% 630
2021
Q2 		$1K Buy
+20
New +$1.12K ﹤0.01% 622

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Clearview Wealth Advisors's PHM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 50 shares — an estimated $3.88K sold.

Clearview Wealth Advisors first reported a position in PHM in Q2 2021 and held it in 3 quarters. The position peaked at $3.88K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 50 Pultegroup shares in Q3 2023, an estimated $3.88K.
  • Clearview Wealth Advisors first reported a position in Pultegroup in Q2 2021 and held it in 3 quarters.
  • Clearview Wealth Advisors's Pultegroup position peaked at $3.88K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.