Ropes Wealth Advisors’s Pultegroup PHM Stock Holding History

Ropes 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
2022 Q2	–	Sell	-55,734	Closed	-$2.33M	–	283
2022 Q1	$2.33M	Buy	+55,734	New	+$2.77M	0.4%	64
2018 Q4	–	Sell	-2,000	Closed	-$50K	–	529
2018 Q3	$50K	Hold	2,000	–	–	0.01%	336
2018 Q2	$58K	Hold	2,000	–	–	0.02%	338
2018 Q1	$59K	Hold	2,000	–	–	0.02%	318
2017 Q4	$67K	Buy	+2,000	New	+$62.1K	0.02%	317
2016 Q1	–	Sell	-28	Closed	–	–	511
2015 Q4	$0	Buy	+28	New	+$522	﹤0.01%	520

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ropes Wealth Advisors's PHM Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 55,734 shares — an estimated $2.33M sold.

Ropes Wealth Advisors first reported a position in PHM in Q4 2015 and held it in 6 quarters. The position peaked at $2.33M in Q1 2022. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

Ropes Wealth Advisors reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 55,734 Pultegroup shares in Q2 2022, an estimated $2.33M.
Ropes Wealth Advisors first reported a position in Pultegroup in Q4 2015 and held it in 6 quarters.
Ropes Wealth Advisors's Pultegroup position peaked at $2.33M in Q1 2022.
629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.