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Filbrandt Wealth Management’s Pultegroup PHM Stock Holding History

Filbrandt 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
2020
Q1 		– Sell
-550
Closed -$21K – 298
2019
Q4 		$21K Buy
+550
New +$21.4K 0.02% 118

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LSV Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
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PI
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Filbrandt Wealth Management's PHM Position: Q1 2020 in Review

Filbrandt Wealth Management sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 550 shares — an estimated $21K sold.

Filbrandt Wealth Management first reported a position in PHM in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Filbrandt Wealth Management reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 550 Pultegroup shares in Q1 2020, an estimated $21K.
  • Filbrandt Wealth Management first reported a position in Pultegroup in Q4 2019 and held it in 1 quarter.
  • Filbrandt Wealth Management's Pultegroup position peaked at $21K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Filbrandt Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.