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Provence Wealth Management Group’s Pultegroup PHM Stock Holding History

Provence Wealth Management 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
2023
Q4 		$1.45K Hold
14
– – ﹤0.01% 408
2023
Q3 		$1.04K Buy
+14
New +$1.12K ﹤0.01% 421

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Provence Wealth Management Group's PHM Position: Q4 2023 in Review

Provence Wealth Management Group held its Pultegroup (PHM) position steady in Q4 2023 at 14 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Provence Wealth Management Group first reported a position in PHM in Q3 2023 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Provence Wealth Management Group held 14 shares of Pultegroup worth $1.45K as of Q4 2023.
  • Provence Wealth Management Group left its Pultegroup share count unchanged in Q4 2023.
  • Pultegroup made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #408 holding.
  • Provence Wealth Management Group first reported a position in Pultegroup in Q3 2023 and has held it in 2 quarters since.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.