JWM
PHM icon

Janiczek Wealth Management’s Pultegroup PHM Stock Holding History

Janiczek 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 		$11.7K Hold
106
– – ﹤0.01% 639
2024
Q1 		$12.8K Sell
106
-1
-0.9% -$107 ﹤0.01% 638
2023
Q4 		$11K Buy
107
+1
+0.9% +$85 ﹤0.01% 653
2023
Q3 		$7.85K Buy
+106
New +$8.45K ﹤0.01% 676

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Janiczek Wealth Management's PHM Position: Q2 2024 in Review

Janiczek Wealth Management held its Pultegroup (PHM) position steady in Q2 2024 at 106 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Janiczek Wealth Management first reported a position in PHM in Q3 2023 and has held it in 4 quarters since. The position peaked at $12.8K in Q1 2024. 936 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Janiczek Wealth Management held 106 shares of Pultegroup worth $11.7K as of Q2 2024.
  • Janiczek Wealth Management left its Pultegroup share count unchanged in Q2 2024.
  • Pultegroup made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #639 holding.
  • Janiczek Wealth Management first reported a position in Pultegroup in Q3 2023 and has held it in 4 quarters since.
  • Janiczek Wealth Management's Pultegroup position peaked at $12.8K in Q1 2024.
  • 936 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.