EW
PHM icon

Evoke Wealth’s Pultegroup PHM Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-100
Closed -$4K – 918
2022
Q3 		$4K Hold
100
– – ﹤0.01% 934
2022
Q2 		$4K Sell
100
-54
-35% -$2.27K ﹤0.01% 945
2022
Q1 		$6K Buy
154
+65
+73% +$3.23K ﹤0.01% 871
2021
Q4 		$5K Hold
89
– – ﹤0.01% 903
2021
Q3 		$4K Hold
89
– – ﹤0.01% 901
2021
Q2 		$5K Sell
89
-20
-18% -$1.12K ﹤0.01% 885
2021
Q1 		$6K Hold
109
– – ﹤0.01% 809
2020
Q4 		$5K Hold
109
– – ﹤0.01% 724
2020
Q3 		$5K Hold
109
– – ﹤0.01% 677
2020
Q2 		$4K Buy
109
+33
+43% +$991 ﹤0.01% 739
2020
Q1 		$1.71K Sell
76
-143
-65% -$5.52K ﹤0.01% 832
2019
Q4 		$8.52K Buy
219
+3
+1% +$117 ﹤0.01% 791
2019
Q3 		$7.92K Buy
+216
New +$7.19K ﹤0.01% 880

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return