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Fortis Advisors’s Pultegroup PHM Stock Holding History

Fortis Advisors’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
-75
Closed -$3K – 309
2022
Q1 		$3K Sell
75
-2,172
-97% -$108K ﹤0.01% 269
2021
Q4 		$128K Buy
2,247
+75
+3% +$3.85K 0.07% 120
2021
Q3 		$100K Hold
2,172
– – 0.06% 136
2021
Q2 		$119K Hold
2,172
– – 0.07% 127
2021
Q1 		$114K Hold
2,172
– – 0.08% 96
2020
Q4 		$94K Hold
2,172
– – 0.08% 85
2020
Q3 		$101K Sell
2,172
-172
-7% -$7.36K 0.09% 76
2020
Q2 		$80K Sell
2,344
-7,451
-76% -$224K 0.08% 93
2020
Q1 		$219K Sell
9,795
-367
-4% -$14.2K 0.15% 69
2019
Q4 		$394K Hold
10,162
– – 0.24% 56
2019
Q3 		$371K Sell
10,162
-175
-2% -$5.82K 0.17% 57
2019
Q2 		$327K Hold
10,337
– – 0.16% 64
2019
Q1 		$289K Buy
10,337
+1,641
+19% +$44.7K 0.15% 65
2018
Q4 		$226K Buy
+8,696
New +$215K 0.14% 68

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fortis Advisors's PHM Position: Q2 2022 in Review

Fortis Advisors sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 75 shares — an estimated $3K sold.

Fortis Advisors first reported a position in PHM in Q4 2018 and held it in 14 quarters. The position peaked at $394K in Q4 2019. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • Fortis Advisors reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
  • Fortis Advisors sold 75 Pultegroup shares in Q2 2022, an estimated $3K.
  • Fortis Advisors first reported a position in Pultegroup in Q4 2018 and held it in 14 quarters.
  • Fortis Advisors's Pultegroup position peaked at $394K in Q4 2019.
  • 629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.