Empower Advisory Group’s Pultegroup PHM Stock Holding History

Empower Advisory Group’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
2023 Q3	–	Sell	-2,764	Closed	-$215K	–	480
2023 Q2	$215K	Buy	+2,764	New	+$187K	﹤0.01%	456

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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Empower Advisory Group's PHM Position: Q3 2023 in Review

Empower Advisory Group sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 2,764 shares — an estimated $215K sold.

Empower Advisory Group first reported a position in PHM in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

Empower Advisory Group reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
Empower Advisory Group sold 2,764 Pultegroup shares in Q3 2023, an estimated $215K.
Empower Advisory Group first reported a position in Pultegroup in Q2 2023 and held it in 1 quarter.
Empower Advisory Group's Pultegroup position peaked at $215K in Q2 2023.
759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Empower Advisory Group's 13F filing for Q3 2023, filed 6 Nov 2023.