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LGT Financial Advisors’s Pultegroup PHM Stock Holding History

LGT 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
2024
Q3 		– Sell
-61
Closed -$6.72K – 771
2024
Q2 		$6.72K Hold
61
– – 0.01% 546
2024
Q1 		$7.36K Hold
61
– – 0.01% 541
2023
Q4 		$6.3K Hold
61
– – 0.01% 575
2023
Q3 		$4.52K Buy
+61
New +$4.86K 0.01% 644

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LGT Financial Advisors's PHM Position: Q3 2024 in Review

LGT Financial Advisors sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 61 shares — an estimated $6.72K sold.

LGT Financial Advisors first reported a position in PHM in Q3 2023 and held it in 4 quarters. The position peaked at $7.36K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • LGT Financial Advisors reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 61 Pultegroup shares in Q3 2024, an estimated $6.72K.
  • LGT Financial Advisors first reported a position in Pultegroup in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Pultegroup position peaked at $7.36K in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.