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Heritage Wealth Management (Arizona)’s Pultegroup PHM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.46K Buy
32
+16
+100% +$674 ﹤0.01% 997
2022
Q3 		$1K Buy
+16
New +$673 ﹤0.01% 959
2022
Q2 		– Sell
-31
Closed -$1K – 1042
2022
Q1 		$1K Buy
+31
New +$1.54K ﹤0.01% 950

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PHM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Pultegroup (PHM) stake by 100% in Q4 2022, buying an estimated $674 and bringing the position to 32 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Heritage Wealth Management (Arizona) first reported a position in PHM in Q1 2022 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 32 shares of Pultegroup worth $1.46K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 16 Pultegroup shares in Q4 2022, an estimated $674.
  • Pultegroup made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #997 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Pultegroup in Q1 2022 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.