Meridian Wealth Partners’s Pultegroup PHM Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-90	Closed	-$5K	–	931
2021 Q1	$5K	Buy	+90	New	+$4.2K	﹤0.01%	701

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Partners's PHM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 90 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in PHM in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

Meridian Wealth Partners reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 90 Pultegroup shares in Q2 2021, an estimated $5K.
Meridian Wealth Partners first reported a position in Pultegroup in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Pultegroup position peaked at $5K in Q1 2021.
678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.