Tactive Advisors’s Pultegroup PHM Stock Holding History

Tactive 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
2024 Q1	–	Sell	-4,143	Closed	-$428K	–	137
2023 Q4	$428K	Buy	+4,143	New	+$352K	0.28%	53
2023 Q3	–	Sell	-5,796	Closed	-$450K	–	84
2023 Q2	$450K	Sell	5,796 -2,896	-33%	-$196K	0.34%	38
2023 Q1	$507K	Buy	+8,692	New	+$469K	0.38%	30

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tactive Advisors's PHM Position: Q1 2024 in Review

Tactive Advisors sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 4,143 shares — an estimated $428K sold.

Tactive Advisors first reported a position in PHM in Q1 2023 and held it in 3 quarters. The position peaked at $507K in Q1 2023. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Tactive Advisors reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
Tactive Advisors sold 4,143 Pultegroup shares in Q1 2024, an estimated $428K.
Tactive Advisors first reported a position in Pultegroup in Q1 2023 and held it in 3 quarters.
Tactive Advisors's Pultegroup position peaked at $507K in Q1 2023.
913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.