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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's PHM Position: Q4 2022 in Review

Evoke Wealth sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Evoke Wealth first reported a position in PHM in Q3 2019 and held it in 13 quarters. The position peaked at $8.52K in Q4 2019. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Evoke Wealth reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 100 Pultegroup shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in Pultegroup in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Pultegroup position peaked at $8.52K in Q4 2019.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.