Regent Peak Wealth Advisors’s Pultegroup PHM Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-84	Closed	-$4K	–	751
2020 Q4	$4K	Buy	+84	New	+$3.72K	﹤0.01%	712

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Regent Peak Wealth Advisors's PHM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 84 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in PHM in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 84 Pultegroup shares in Q1 2021, an estimated $4K.
Regent Peak Wealth Advisors first reported a position in Pultegroup in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Pultegroup position peaked at $4K in Q4 2020.
682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.