Modera Wealth Management’s Pultegroup PHM Stock Holding History

Modera 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	–	Sell	-5,876	Closed	-$336K	–	531
2021 Q4	$336K	Buy	+5,876	New	+$301K	0.01%	368

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Modera Wealth Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 5,876 shares — an estimated $336K sold.

Modera Wealth Management first reported a position in PHM in Q4 2021 and held it in 1 quarter. The position peaked at $336K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

Modera Wealth Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 5,876 Pultegroup shares in Q1 2022, an estimated $336K.
Modera Wealth Management first reported a position in Pultegroup in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Pultegroup position peaked at $336K in Q4 2021.
653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.