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Reilly Financial Advisors’s Pultegroup PHM Stock Holding History

Reilly Financial 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
Q4 		$8K Buy
+138
New +$7.08K ﹤0.01% 765
2020
Q2 		– Sell
-44
Closed -$1K – 947
2020
Q1 		$1K Buy
+44
New +$1.7K ﹤0.01% 849
2016
Q2 		– Sell
-98
Closed -$2K – 934
2016
Q1 		$2K Buy
+98
New +$1.67K ﹤0.01% 1074
2015
Q1 		– Sell
-100
Closed -$2K – 1352
2014
Q4 		$2K Hold
100
– – ﹤0.01% 762
2014
Q3 		$2K Hold
100
– – ﹤0.01% 770
2014
Q2 		$2K Buy
+100
New +$1.92K ﹤0.01% 789

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 $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Reilly Financial Advisors's PHM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Pultegroup (PHM) in Q4 2021: 138 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in PHM as recently as Q1 2020.

Reilly Financial Advisors first reported a position in PHM in Q2 2014 and has held it in 6 quarters since. 709 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Reilly Financial Advisors held 138 shares of Pultegroup worth $8K as of Q4 2021.
  • Pultegroup was a new Reilly Financial Advisors position in Q4 2021.
  • Pultegroup made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #765 holding.
  • Reilly Financial Advisors first reported a position in Pultegroup in Q2 2014 and has held it in 6 quarters since.
  • 709 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.