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Mission Wealth Management’s Pultegroup PHM Stock Holding History

Mission 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
Q4 		– Sell
-7,309
Closed -$1.05M – 708
2024
Q3 		$1.05M Buy
+7,309
New +$929K 0.03% 285
2015
Q4 		– Sell
-24,159
Closed -$456K – 145
2015
Q3 		$456K Buy
+24,159
New +$492K 0.14% 71

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mission Wealth Management's PHM Position: Q4 2024 in Review

Mission Wealth Management sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 7,309 shares — an estimated $1.05M sold.

Mission Wealth Management first reported a position in PHM in Q3 2015 and held it in 2 quarters. The position peaked at $1.05M in Q3 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Mission Wealth Management reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 7,309 Pultegroup shares in Q4 2024, an estimated $1.05M.
  • Mission Wealth Management first reported a position in Pultegroup in Q3 2015 and held it in 2 quarters.
  • Mission Wealth Management's Pultegroup position peaked at $1.05M in Q3 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.