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SeaCrest Wealth Management’s Pultegroup PHM Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-412
Closed -$16K – 1253
2022
Q2 		$16K Buy
+412
New +$17.4K ﹤0.01% 1573
2019
Q2 		– Sell
-897
Closed -$25K – 1474
2019
Q1 		$25K Sell
897
-800
-47% -$21.8K ﹤0.01% 1195
2018
Q4 		$44K Hold
1,697
– – 0.01% 947
2018
Q3 		$42K Sell
1,697
-2,050
-55% -$58.1K 0.01% 1071
2018
Q2 		$108K Sell
3,747
-225
-6% -$6.77K 0.02% 696
2018
Q1 		$117K Buy
3,972
+400
+11% +$12.4K 0.02% 657
2017
Q4 		$119K Buy
+3,572
New +$111K 0.02% 653

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SeaCrest Wealth Management's PHM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 412 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in PHM in Q4 2017 and held it in 7 quarters. The position peaked at $119K in Q4 2017. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 412 Pultegroup shares in Q3 2022, an estimated $16K.
  • SeaCrest Wealth Management first reported a position in Pultegroup in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Pultegroup position peaked at $119K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.