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Legend Financial Advisors’s Pultegroup PHM Stock Holding History

Legend Financial 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
2023
Q2 		– Sell
-13
Closed -$758 – 225
2023
Q1 		$758 Hold
13
– – ﹤0.01% 224
2022
Q4 		$592 Hold
13
– – ﹤0.01% 240
2022
Q3 		$488 Buy
+13
New +$547 ﹤0.01% 227

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legend Financial Advisors's PHM Position: Q2 2023 in Review

Legend Financial Advisors sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 13 shares — an estimated $758 sold.

Legend Financial Advisors first reported a position in PHM in Q3 2022 and held it in 3 quarters. The position peaked at $758 in Q1 2023. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Legend Financial Advisors reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 13 Pultegroup shares in Q2 2023, an estimated $758.
  • Legend Financial Advisors first reported a position in Pultegroup in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Pultegroup position peaked at $758 in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.