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First Capital Advisors Group’s Pultegroup PHM Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$3.96K Buy
+51
New +$3.46K ﹤0.01% 692
2018
Q2 		– Sell
-12
Closed – – 600
2018
Q1 		$0 Buy
+12
New +$372 ﹤0.01% 885

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Capital Advisors Group's PHM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Pultegroup (PHM) in Q2 2023: 51 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in PHM as recently as Q1 2018.

First Capital Advisors Group first reported a position in PHM in Q1 2018 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • First Capital Advisors Group held 51 shares of Pultegroup worth $3.96K as of Q2 2023.
  • Pultegroup was a new First Capital Advisors Group position in Q2 2023.
  • Pultegroup made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #692 holding.
  • First Capital Advisors Group first reported a position in Pultegroup in Q1 2018 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.