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Regal Investment Advisors’s Pultegroup PHM Stock Holding History

Regal 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
2023
Q1 		– Sell
-8,902
Closed -$405K – 545
2022
Q4 		$405K Buy
8,902
+2,241
+34% +$94.4K 0.04% 316
2022
Q3 		$250K Buy
6,661
+115
+2% +$4.84K 0.03% 399
2022
Q2 		$259K Sell
6,546
-58
-0.9% -$2.44K 0.03% 402
2022
Q1 		$276K Sell
6,604
-11,170
-63% -$554K 0.03% 435
2021
Q4 		$1.02M Sell
17,774
-3,474
-16% -$178K 0.09% 240
2021
Q3 		$976K Sell
21,248
-845
-4% -$43.9K 0.09% 237
2021
Q2 		$1.21M Buy
+22,093
New +$1.24M 0.12% 177
2021
Q1 		– Sell
-13,170
Closed -$568K – 315
2020
Q4 		$568K Buy
+13,170
New +$583K 0.06% 263
2020
Q3 		– Sell
-6,426
Closed -$219K – 202
2020
Q2 		$219K Buy
+6,426
New +$193K 0.04% 296
2015
Q4 		– Sell
-592
Closed -$11K – 711
2015
Q3 		$11K Buy
592
+242
+69% +$4.92K ﹤0.01% 676
2015
Q2 		$7K Hold
350
– – ﹤0.01% 706
2015
Q1 		$8K Hold
350
– – ﹤0.01% 734
2014
Q4 		$8K Buy
+350
New +$6.98K ﹤0.01% 670

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Regal Investment Advisors's PHM Position: Q1 2023 in Review

Regal Investment Advisors sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 8,902 shares — an estimated $405K sold.

Regal Investment Advisors first reported a position in PHM in Q4 2014 and held it in 13 quarters. The position peaked at $1.21M in Q2 2021. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Regal Investment Advisors reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 8,902 Pultegroup shares in Q1 2023, an estimated $405K.
  • Regal Investment Advisors first reported a position in Pultegroup in Q4 2014 and held it in 13 quarters.
  • Regal Investment Advisors's Pultegroup position peaked at $1.21M in Q2 2021.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.