First Command Bank’s Pultegroup PHM Stock Holding History

First Command Bank’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 Q2	–	Sell	-900	Closed	-$38K	–	456
2022 Q1	$38K	Buy	900 +500	+125%	+$24.8K	0.01%	262
2021 Q4	$18K	Hold	400	–	–	﹤0.01%	328
2021 Q3	$18K	Hold	400	–	–	﹤0.01%	328
2021 Q2	$22K	Hold	400	–	–	﹤0.01%	312
2021 Q1	$21K	Sell	400 -400	-50%	-$18.7K	﹤0.01%	299
2020 Q4	$34K	Buy	+800	New	+$35.4K	0.01%	239

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Command Bank's PHM Position: Q2 2022 in Review

First Command Bank sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 900 shares — an estimated $38K sold.

First Command Bank first reported a position in PHM in Q4 2020 and held it in 6 quarters. The position peaked at $38K in Q1 2022. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

First Command Bank reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
First Command Bank sold 900 Pultegroup shares in Q2 2022, an estimated $38K.
First Command Bank first reported a position in Pultegroup in Q4 2020 and held it in 6 quarters.
First Command Bank's Pultegroup position peaked at $38K in Q1 2022.
629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on First Command Bank's 13F filing for Q2 2022, filed 21 Jul 2022.