My Personal CFO LLC’s Pultegroup PHM Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-220	Closed	-$10K	–	615
2022 Q4	$10K	Buy	+220	New	+$9.27K	0.01%	262

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

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

My Personal CFO LLC's PHM Position: Q1 2023 in Review

My Personal CFO LLC sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 220 shares — an estimated $10K sold.

My Personal CFO LLC first reported a position in PHM in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

My Personal CFO LLC reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 220 Pultegroup shares in Q1 2023, an estimated $10K.
My Personal CFO LLC first reported a position in Pultegroup in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Pultegroup position peaked at $10K in Q4 2022.
695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.