FRG Family Wealth Advisors’s Pultegroup PHM Stock Holding History

FRG Family Wealth 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
2024 Q2	–	Sell	-15	Closed	-$1.67K	–	286
2024 Q1	$1.67K	Buy	+15	New	+$1.61K	﹤0.01%	331

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

FRG Family Wealth Advisors's PHM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 15 shares — an estimated $1.67K sold.

FRG Family Wealth Advisors first reported a position in PHM in Q1 2024 and held it in 1 quarter. The position peaked at $1.67K in Q1 2024. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 15 Pultegroup shares in Q2 2024, an estimated $1.67K.
FRG Family Wealth Advisors first reported a position in Pultegroup in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Pultegroup position peaked at $1.67K in Q1 2024.
937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.