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Polaris Wealth Advisory Group’s Pultegroup PHM Stock Holding History

Polaris Wealth Advisory Group’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
-863,282
Closed -$49.3M – 191
2021
Q4 		$49.3M Buy
+863,282
New +$44.3M 2.83% 5
2020
Q3 		– Sell
-633,146
Closed -$20.9M – 178
2020
Q2 		$20.9M Buy
+633,146
New +$19M 1.65% 30
2020
Q1 		– Sell
-667,648
Closed -$27.8M – 164
2019
Q4 		$27.8M Buy
+667,648
New +$25.9M 1.86% 17
2019
Q1 		– Sell
-15,114
Closed -$393K – 167
2018
Q4 		$393K Buy
+15,114
New +$374K 0.04% 110

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

Polaris Wealth Advisory Group's PHM Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 863,282 shares — an estimated $49.3M sold.

Polaris Wealth Advisory Group first reported a position in PHM in Q4 2018 and held it in 4 quarters. The position peaked at $49.3M in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 863,282 Pultegroup shares in Q1 2022, an estimated $49.3M.
  • Polaris Wealth Advisory Group first reported a position in Pultegroup in Q4 2018 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Pultegroup position peaked at $49.3M in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.