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SFMG Wealth Advisors’s Pultegroup PHM Stock Holding History

SFMG 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
Q3 		– Sell
-22,418
Closed -$1.22M – 273
2021
Q2 		$1.22M Hold
22,418
– – 0.14% 80
2021
Q1 		$1.18M Buy
+22,418
New +$1.05M 0.14% 76
2020
Q1 		– Sell
-43,087
Closed -$1.67M – 170
2019
Q4 		$1.67M Buy
43,087
+5,960
+16% +$232K 0.2% 43
2019
Q3 		$1.36M Buy
37,127
+13,410
+57% +$446K 0.18% 45
2019
Q2 		$756K Buy
+23,717
New +$740K 0.1% 64

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

SFMG Wealth Advisors's PHM Position: Q3 2021 in Review

SFMG Wealth Advisors sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 22,418 shares — an estimated $1.22M sold.

SFMG Wealth Advisors first reported a position in PHM in Q2 2019 and held it in 5 quarters. The position peaked at $1.67M in Q4 2019. 652 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • SFMG Wealth Advisors reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 22,418 Pultegroup shares in Q3 2021, an estimated $1.22M.
  • SFMG Wealth Advisors first reported a position in Pultegroup in Q2 2019 and held it in 5 quarters.
  • SFMG Wealth Advisors's Pultegroup position peaked at $1.67M in Q4 2019.
  • 652 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on SFMG Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.