PWM
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Pinnacle Wealth Management’s Pultegroup PHM Stock Holding History

Pinnacle 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
-28,744
Closed -$1.64M – 53
2021
Q4 		$1.64M Buy
+28,744
New +$1.47M 1.41% 39

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pinnacle Wealth Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 28,744 shares — an estimated $1.64M sold.

Pinnacle Wealth Management first reported a position in PHM in Q4 2021 and held it in 1 quarter. The position peaked at $1.64M in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Pinnacle Wealth Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 28,744 Pultegroup shares in Q1 2022, an estimated $1.64M.
  • Pinnacle Wealth Management first reported a position in Pultegroup in Q4 2021 and held it in 1 quarter.
  • Pinnacle Wealth Management's Pultegroup position peaked at $1.64M in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Pinnacle Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.