Sigma Planning Corp’s Pultegroup PHM Stock Holding History

Sigma Planning Corp’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
2024 Q4	–	Sell	-1,802	Closed	-$259K	–	1235
2024 Q3	$259K	Buy	+1,802	New	+$229K	0.01%	1014
2024 Q2	–	Sell	-1,709	Closed	-$206K	–	1248
2024 Q1	$206K	Buy	+1,709	New	+$183K	0.01%	1123

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sigma Planning Corp's PHM Position: Q4 2024 in Review

Sigma Planning Corp sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,802 shares — an estimated $259K sold.

Sigma Planning Corp first reported a position in PHM in Q1 2024 and held it in 2 quarters. The position peaked at $259K in Q3 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Sigma Planning Corp reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Sigma Planning Corp sold 1,802 Pultegroup shares in Q4 2024, an estimated $259K.
Sigma Planning Corp first reported a position in Pultegroup in Q1 2024 and held it in 2 quarters.
Sigma Planning Corp's Pultegroup position peaked at $259K in Q3 2024.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.