PWM
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PRW Wealth Management’s Pultegroup PHM Stock Holding History

PRW 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
2021
Q3 		– Sell
-6,165
Closed -$336K – 237
2021
Q2 		$336K Buy
+6,165
New +$345K 0.1% 195
2019
Q2 		– Sell
-94
Closed -$3K – 502
2019
Q1 		$3K Hold
94
– – ﹤0.01% 468
2018
Q4 		$2K Buy
+94
New +$2.33K ﹤0.01% 518

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRW Wealth Management's PHM Position: Q3 2021 in Review

PRW Wealth Management sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 6,165 shares — an estimated $336K sold.

PRW Wealth Management first reported a position in PHM in Q4 2018 and held it in 3 quarters. The position peaked at $336K in Q2 2021. 651 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • PRW Wealth Management reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 6,165 Pultegroup shares in Q3 2021, an estimated $336K.
  • PRW Wealth Management first reported a position in Pultegroup in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Pultegroup position peaked at $336K in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.