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Executive Wealth Management’s Pultegroup PHM Stock Holding History

Executive 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
2019
Q3 		– Sell
-1,000
Closed -$32K – 593
2019
Q2 		$32K Buy
1,000
+300
+43% +$9.36K ﹤0.01% 384
2019
Q1 		$20K Sell
700
-44
-6% -$1.2K ﹤0.01% 425
2018
Q4 		$19K Buy
+744
New +$18.4K ﹤0.01% 437

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Executive Wealth Management's PHM Position: Q3 2019 in Review

Executive Wealth Management sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 1,000 shares — an estimated $32K sold.

Executive Wealth Management first reported a position in PHM in Q4 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2019. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Executive Wealth Management reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,000 Pultegroup shares in Q3 2019, an estimated $32K.
  • Executive Wealth Management first reported a position in Pultegroup in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Pultegroup position peaked at $32K in Q2 2019.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.