Edge Wealth Management’s Pultegroup PHM Stock Holding History

Edge 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 Q1	–	Sell	-59	Closed	-$3K	–	355
2021 Q4	$3K	Hold	59	–	–	﹤0.01%	396
2021 Q3	$3K	Buy	+59	New	+$3.07K	﹤0.01%	403

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Wealth Management's PHM Position: Q1 2022 in Review

Edge Wealth Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 59 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in PHM in Q3 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

Edge Wealth Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 59 Pultegroup shares in Q1 2022, an estimated $3K.
Edge Wealth Management first reported a position in Pultegroup in Q3 2021 and held it in 2 quarters.
Edge Wealth Management's Pultegroup position peaked at $3K in Q4 2021.
653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.