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Paces Ferry Wealth Advisors’s Pultegroup PHM Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-29
Closed -$1K – 833
2020
Q3 		$1K Buy
+29
New +$1.24K ﹤0.01% 917

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Geode Capital Management
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AllianceBernstein
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Paces Ferry Wealth Advisors's PHM Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 29 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in PHM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 653 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 29 Pultegroup shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Pultegroup in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Pultegroup position peaked at $1K in Q3 2020.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.