FFA
PHM icon

Founders Financial Alliance’s Pultegroup PHM Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-400
Closed -$19K – 1016
2020
Q3 		$19K Buy
+400
New +$17.1K 0.01% 596

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Founders Financial Alliance's PHM Position: Q4 2020 in Review

Founders Financial Alliance sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 400 shares — an estimated $19K sold.

Founders Financial Alliance first reported a position in PHM in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 653 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Founders Financial Alliance reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 400 Pultegroup shares in Q4 2020, an estimated $19K.
  • Founders Financial Alliance first reported a position in Pultegroup in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Pultegroup position peaked at $19K in Q3 2020.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.