Focused Wealth Management’s Pultegroup PHM Stock Holding History

Focused 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
2022 Q1	–	Sell	-2,600	Closed	-$149K	–	1076
2021 Q4	$149K	Hold	2,600	–	–	0.02%	226
2021 Q3	$119K	Hold	2,600	–	–	0.02%	266
2021 Q2	$142K	Hold	2,600	–	–	0.02%	238
2021 Q1	$136K	Hold	2,600	–	–	0.02%	229
2020 Q4	$112K	Sell	2,600 -500	-16%	-$22.2K	0.02%	237
2020 Q3	$143K	Sell	3,100 -500	-14%	-$21.4K	0.03%	173
2020 Q2	$123K	Hold	3,600	–	–	0.03%	190
2020 Q1	$80K	Sell	3,600 -400	-10%	-$15.4K	0.02%	234
2019 Q4	$155K	Hold	4,000	–	–	0.04%	192
2019 Q3	$146K	Hold	4,000	–	–	0.04%	186
2019 Q2	$126K	Hold	4,000	–	–	0.03%	210
2019 Q1	$112K	Hold	4,000	–	–	0.03%	205
2018 Q4	$104K	Buy	4,000 +600	+18%	+$14.8K	0.04%	222
2018 Q3	$84K	Hold	3,400	–	–	0.03%	244
2018 Q2	$98K	Hold	3,400	–	–	0.03%	226
2018 Q1	$100K	Hold	3,400	–	–	0.03%	237
2017 Q4	$113K	Buy	+3,400	New	+$106K	0.04%	219

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focused Wealth Management's PHM Position: Q1 2022 in Review

Focused Wealth Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 2,600 shares — an estimated $149K sold.

Focused Wealth Management first reported a position in PHM in Q4 2017 and held it in 17 quarters. The position peaked at $155K in Q4 2019. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

Focused Wealth Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
Focused Wealth Management sold 2,600 Pultegroup shares in Q1 2022, an estimated $149K.
Focused Wealth Management first reported a position in Pultegroup in Q4 2017 and held it in 17 quarters.
Focused Wealth Management's Pultegroup position peaked at $155K in Q4 2019.
653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Focused Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.