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Confluence Wealth Services’s Pultegroup PHM Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-200
Closed -$11K – 899
2021
Q4 		$11K Buy
+200
New +$10.3K ﹤0.01% 899

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Confluence Wealth Services's PHM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 200 shares — an estimated $11K sold.

Confluence Wealth Services first reported a position in PHM in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 200 Pultegroup shares in Q1 2022, an estimated $11K.
  • Confluence Wealth Services first reported a position in Pultegroup in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Pultegroup position peaked at $11K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.