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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 – 311
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

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return