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Personal Wealth Partners’s Pultegroup PHM Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-18
Closed -$1K – 457
2019
Q4 		$1K Hold
18
– – ﹤0.01% 452
2019
Q3 		$1K Buy
+18
New +$599 ﹤0.01% 466

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Personal Wealth Partners's PHM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in PHM in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Personal Wealth Partners reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 18 Pultegroup shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Pultegroup in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Pultegroup position peaked at $1K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.