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Curi Wealth Management’s Pultegroup PHM Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-3
Closed – – 561
2022
Q2 		$0 Hold
3
– – ﹤0.01% 704
2022
Q1 		$0 Hold
3
– – ﹤0.01% 618
2021
Q4 		$0 Buy
+3
New +$154 ﹤0.01% 576
2021
Q1 		– Sell
-3
Closed – – 381
2020
Q4 		$0 Buy
+3
New +$133 ﹤0.01% 485

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Curi Wealth Management's PHM Position: Q3 2022 in Review

Curi Wealth Management sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in PHM in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Curi Wealth Management reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Pultegroup shares in Q3 2022.
  • Curi Wealth Management first reported a position in Pultegroup in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Pultegroup position peaked at $0 in Q2 2022.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.