IWA
PHM icon

Intercontinental Wealth Advisors’s Pultegroup PHM Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-247
Closed -$11K – 265
2019
Q4 		$11K Sell
247
-148
-37% -$5.75K 0.01% 272
2019
Q3 		$14K Buy
+395
New +$13.1K 0.01% 307

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Intercontinental Wealth Advisors's PHM Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 247 shares — an estimated $11K sold.

Intercontinental Wealth Advisors first reported a position in PHM in Q3 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 247 Pultegroup shares in Q1 2020, an estimated $11K.
  • Intercontinental Wealth Advisors first reported a position in Pultegroup in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Pultegroup position peaked at $14K in Q3 2019.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.