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First Affirmative Financial Network’s Pultegroup PHM Stock Holding History

First Affirmative Financial Network’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
2024
Q2 		– Sell
-1,782
Closed -$215K – 269
2024
Q1 		$215K Buy
+1,782
New +$191K 0.16% 208

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Affirmative Financial Network's PHM Position: Q2 2024 in Review

First Affirmative Financial Network sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 1,782 shares — an estimated $215K sold.

First Affirmative Financial Network first reported a position in PHM in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • First Affirmative Financial Network reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • First Affirmative Financial Network sold 1,782 Pultegroup shares in Q2 2024, an estimated $215K.
  • First Affirmative Financial Network first reported a position in Pultegroup in Q1 2024 and held it in 1 quarter.
  • First Affirmative Financial Network's Pultegroup position peaked at $215K in Q1 2024.
  • 938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on First Affirmative Financial Network's 13F filing for Q2 2024, filed 10 Jul 2024.