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TD Ameritrade Investment Management’s Pultegroup PHM Stock Holding History

TD Ameritrade Investment 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
2022
Q4 		– Sell
-106
Closed -$4K – 621
2022
Q3 		$4K Sell
106
-33
-24% -$1.39K ﹤0.01% 447
2022
Q2 		$6K Buy
+139
New +$5.85K ﹤0.01% 463
2021
Q4 		– Sell
-183
Closed -$8K – 687
2021
Q3 		$8K Buy
183
+27
+17% +$1.4K ﹤0.01% 470
2021
Q2 		$9K Sell
156
-27
-15% -$1.51K ﹤0.01% 475
2021
Q1 		$8K Hold
183
– – ﹤0.01% 494
2020
Q4 		$8K Hold
183
– – ﹤0.01% 494
2020
Q3 		$8K Buy
+183
New +$7.83K ﹤0.01% 470
2020
Q2 		– Sell
-475
Closed -$11K – 640
2020
Q1 		$11K Sell
475
-854
-64% -$33K ﹤0.01% 407
2019
Q4 		$52K Buy
+1,329
New +$51.6K ﹤0.01% 311

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

TD Ameritrade Investment Management's PHM Position: Q4 2022 in Review

TD Ameritrade Investment Management sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 106 shares — an estimated $4K sold.

TD Ameritrade Investment Management first reported a position in PHM in Q4 2019 and held it in 9 quarters. The position peaked at $52K in Q4 2019. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • TD Ameritrade Investment Management reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 106 Pultegroup shares in Q4 2022, an estimated $4K.
  • TD Ameritrade Investment Management first reported a position in Pultegroup in Q4 2019 and held it in 9 quarters.
  • TD Ameritrade Investment Management's Pultegroup position peaked at $52K in Q4 2019.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.