FWM
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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 – 1087
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return