MWM
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Midwest Wealth Management’s Pultegroup PHM Stock Holding History

Midwest 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
2022
Q1 		$261K Buy
+6,238
New +$310K 0.16% 92

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
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

Midwest Wealth Management's PHM Position: Q1 2022 in Review

Midwest Wealth Management opened a new position in Pultegroup (PHM) in Q1 2022: 6,238 shares worth $261K. The stake represents 0.16% of the portfolio and ranks #92 among its holdings.

653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Midwest Wealth Management held 6,238 shares of Pultegroup worth $261K as of Q1 2022.
  • Pultegroup was a new Midwest Wealth Management position in Q1 2022.
  • Pultegroup made up 0.16% of Midwest Wealth Management's portfolio in Q1 2022, its #92 holding.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.