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James Reed Financial Services’s Pultegroup PHM Stock Holding History

James Reed Financial 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
2022
Q1 		– Sell
-1,135
Closed -$64K – 128
2021
Q4 		$64K Buy
+1,135
New +$58.2K 0.06% 36

Other funds holding PHM

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

James Reed Financial Services's PHM Position: Q1 2022 in Review

James Reed Financial Services sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 1,135 shares — an estimated $64K sold.

James Reed Financial Services first reported a position in PHM in Q4 2021 and held it in 1 quarter. The position peaked at $64K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • James Reed Financial Services reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 1,135 Pultegroup shares in Q1 2022, an estimated $64K.
  • James Reed Financial Services first reported a position in Pultegroup in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Pultegroup position peaked at $64K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.