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Dixon Hughes Goodman Wealth Advisors’s Pultegroup PHM Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$3K Hold
79
– – ﹤0.01% 686
2021
Q4 		$5K Buy
+79
New +$4.05K ﹤0.01% 556

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

Dixon Hughes Goodman Wealth Advisors's PHM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Pultegroup (PHM) position steady in Q1 2022 at 79 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Dixon Hughes Goodman Wealth Advisors first reported a position in PHM in Q4 2021 and has held it in 2 quarters since. The position peaked at $5K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 79 shares of Pultegroup worth $3K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Pultegroup share count unchanged in Q1 2022.
  • Pultegroup made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #686 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Pultegroup position peaked at $5K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.