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Strategic Wealth Management’s Pultegroup PHM Stock Holding History

Strategic 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
2021
Q4 		$1.84M Hold
32,158
– – 0.91% 40
2021
Q3 		$1.48M Buy
32,158
+1,379
+4% +$71.7K 0.77% 44
2021
Q2 		$1.68M Sell
30,779
-1,088
-3% -$60.8K 0.91% 39
2021
Q1 		$1.67M Hold
31,867
– – 1% 38
2020
Q4 		$1.37M Buy
31,867
+1,000
+3% +$44.3K 0.84% 40
2020
Q3 		$1.43M Buy
+30,867
New +$1.32M 1.07% 34

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Wealth Management's PHM Position: Q4 2021 in Review

Strategic Wealth Management held its Pultegroup (PHM) position steady in Q4 2021 at 32,158 shares worth $1.84M. The position accounts for 0.91% of the portfolio, ranked #40.

Strategic Wealth Management first reported a position in PHM in Q3 2020 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Strategic Wealth Management held 32,158 shares of Pultegroup worth $1.84M as of Q4 2021.
  • Strategic Wealth Management left its Pultegroup share count unchanged in Q4 2021.
  • Pultegroup made up 0.91% of Strategic Wealth Management's portfolio in Q4 2021, its #40 holding.
  • Strategic Wealth Management first reported a position in Pultegroup in Q3 2020 and has held it in 6 quarters since.
  • 710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.