ICA Group Wealth Management’s Pultegroup PHM Stock Holding History

ICA Group Wealth Management’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	-981	Closed	-$118K	–	1172
2024 Q1	$118K	Hold	981	–	–	0.02%	367
2023 Q4	$101K	Buy	+981	New	+$83.4K	0.02%	356
2023 Q3	–	Sell	-55	Closed	-$4.27K	–	937
2023 Q2	$4.27K	Sell	55 -2,800	-98%	-$190K	﹤0.01%	1006
2023 Q1	$166K	Hold	2,855	–	–	0.04%	257
2022 Q4	$130K	Buy	+2,855	New	+$120K	0.03%	312

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ICA Group Wealth Management's PHM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 981 shares — an estimated $118K sold.

ICA Group Wealth Management first reported a position in PHM in Q4 2022 and held it in 5 quarters. The position peaked at $166K in Q1 2023. 936 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

ICA Group Wealth Management reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 981 Pultegroup shares in Q2 2024, an estimated $118K.
ICA Group Wealth Management first reported a position in Pultegroup in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Pultegroup position peaked at $166K in Q1 2023.
936 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.