Insigneo Advisory Services’s Pultegroup PHM Stock Holding History

Insigneo Advisory Services’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	-2,209	Closed	-$228K	–	503
2023 Q4	$228K	Buy	+2,209	New	+$188K	0.03%	397

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Insigneo Advisory Services's PHM Position: Q1 2024 in Review

Insigneo Advisory Services sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 2,209 shares — an estimated $228K sold.

Insigneo Advisory Services first reported a position in PHM in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Insigneo Advisory Services reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
Insigneo Advisory Services sold 2,209 Pultegroup shares in Q1 2024, an estimated $228K.
Insigneo Advisory Services first reported a position in Pultegroup in Q4 2023 and held it in 1 quarter.
Insigneo Advisory Services's Pultegroup position peaked at $228K in Q4 2023.
913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Insigneo Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.