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Parisi Gray Wealth Management’s Pultegroup PHM Stock Holding History

Parisi Gray 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
2018
Q1 		– Sell
-86
Closed -$3K – 644
2017
Q4 		$3K Buy
+86
New +$2.67K ﹤0.01% 595

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parisi Gray Wealth Management's PHM Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 86 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in PHM in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 544 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 86 Pultegroup shares in Q1 2018, an estimated $3K.
  • Parisi Gray Wealth Management first reported a position in Pultegroup in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Pultegroup position peaked at $3K in Q4 2017.
  • 544 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.