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SOA Wealth Advisors’s Pultegroup PHM Stock Holding History

SOA 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
-4
Closed – – 977
2022
Q1 		$0 Hold
4
– – ﹤0.01% 982
2021
Q4 		$0 Hold
4
– – ﹤0.01% 960
2021
Q3 		$0 Hold
4
– – ﹤0.01% 968
2021
Q2 		$0 Sell
4
-5
-56% -$280 ﹤0.01% 946
2021
Q1 		$0 Sell
9
-5
-36% -$233 ﹤0.01% 898
2020
Q4 		$0 Buy
+14
New +$620 ﹤0.01% 868

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

SOA Wealth Advisors sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 4 shares.

SOA Wealth Advisors first reported a position in PHM in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 4 Pultegroup shares in Q2 2022.
  • SOA Wealth Advisors first reported a position in Pultegroup in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Pultegroup position peaked at $0 in Q1 2022.
  • 629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.