Delap Wealth Advisory’s Pultegroup PHM Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-3,330	Closed	-$402K	–	248
2024 Q1	$402K	Buy	+3,330	New	+$357K	0.16%	98

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Delap Wealth Advisory's PHM Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 3,330 shares — an estimated $402K sold.

Delap Wealth Advisory first reported a position in PHM in Q1 2024 and held it in 1 quarter. The position peaked at $402K in Q1 2024. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

Delap Wealth Advisory reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,330 Pultegroup shares in Q2 2024, an estimated $402K.
Delap Wealth Advisory first reported a position in Pultegroup in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Pultegroup position peaked at $402K in Q1 2024.
938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.