Taylor Wealth Management Partners’s Pultegroup PHM Stock Holding History

Taylor Wealth Management Partners’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	$1.77M	Sell	44,551 -6,123	-12%	-$258K	1%	34
2022 Q1	$2.12M	Sell	50,674 -69,739	-58%	-$3.46M	0.86%	40
2021 Q4	$6.88M	Sell	120,413 -157	-0.1%	-$8.05K	2.42%	17
2021 Q3	$5.54M	Sell	120,570 -330	-0.3%	-$17.1K	1.98%	21
2021 Q2	$6.6M	Buy	120,900 +595	+0.5%	+$33.3K	2.33%	15
2021 Q1	$6.31M	Buy	+120,305	New	+$5.62M	2.3%	17

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Taylor Wealth Management Partners's PHM Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Pultegroup (PHM) stake by 12% in Q2 2022, selling an estimated $258K and leaving 44,551 shares worth $1.77M. The position accounts for 1% of the portfolio, ranked #34.

Taylor Wealth Management Partners first reported a position in PHM in Q1 2021 and has held it in 6 quarters since. The position peaked at $6.88M in Q4 2021. 630 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

Taylor Wealth Management Partners held 44,551 shares of Pultegroup worth $1.77M as of Q2 2022.
Taylor Wealth Management Partners sold 6,123 Pultegroup shares in Q2 2022, an estimated $258K.
Pultegroup made up 1% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #34 holding.
Taylor Wealth Management Partners first reported a position in Pultegroup in Q1 2021 and has held it in 6 quarters since.
Taylor Wealth Management Partners's Pultegroup position peaked at $6.88M in Q4 2021.
630 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.