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Realta Investment Advisors’s Pultegroup PHM Stock Holding History

Realta Investment Advisors’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
2019
Q3 		– Sell
-2,437
Closed -$76K – 1748
2019
Q2 		$76K Sell
2,437
-437
-15% -$13.6K 0.02% 575
2019
Q1 		$82K Buy
+2,874
New +$78.3K 0.04% 436

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Realta Investment Advisors's PHM Position: Q3 2019 in Review

Realta Investment Advisors sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 2,437 shares — an estimated $76K sold.

Realta Investment Advisors first reported a position in PHM in Q1 2019 and held it in 2 quarters. The position peaked at $82K in Q1 2019. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Realta Investment Advisors reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 2,437 Pultegroup shares in Q3 2019, an estimated $76K.
  • Realta Investment Advisors first reported a position in Pultegroup in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Pultegroup position peaked at $82K in Q1 2019.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.