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Global Wealth Management Investment Advisory’s Pultegroup PHM Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-46
Closed -$4.75K – 351
2023
Q4 		$4.75K Buy
+46
New +$3.91K ﹤0.01% 339

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Wealth Management Investment Advisory's PHM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 46 shares — an estimated $4.75K sold.

Global Wealth Management Investment Advisory first reported a position in PHM in Q4 2023 and held it in 1 quarter. The position peaked at $4.75K in Q4 2023. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 46 Pultegroup shares in Q1 2024, an estimated $4.75K.
  • Global Wealth Management Investment Advisory first reported a position in Pultegroup in Q4 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Pultegroup position peaked at $4.75K in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.