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Semmax Financial Advisors’s Pultegroup PHM Stock Holding History

Semmax 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
2022
Q3 		– Sell
-411
Closed -$18K – 283
2022
Q2 		$18K Buy
+411
New +$17.3K 0.01% 151

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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

Semmax Financial Advisors's PHM Position: Q3 2022 in Review

Semmax Financial Advisors sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 411 shares — an estimated $18K sold.

Semmax Financial Advisors first reported a position in PHM in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Semmax Financial Advisors reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
  • Semmax Financial Advisors sold 411 Pultegroup shares in Q3 2022, an estimated $18K.
  • Semmax Financial Advisors first reported a position in Pultegroup in Q2 2022 and held it in 1 quarter.
  • Semmax Financial Advisors's Pultegroup position peaked at $18K in Q2 2022.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Semmax Financial Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.