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Toth Financial Advisory’s Pultegroup PHM Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-4,725
Closed -$248K – 727
2021
Q1 		$248K Buy
+4,725
New +$221K 0.04% 191
2020
Q4 		– Sell
-9,325
Closed -$432K – 622
2020
Q3 		$432K Buy
+9,325
New +$399K 0.08% 140

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toth Financial Advisory's PHM Position: Q2 2021 in Review

Toth Financial Advisory sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 4,725 shares — an estimated $248K sold.

Toth Financial Advisory first reported a position in PHM in Q3 2020 and held it in 2 quarters. The position peaked at $432K in Q3 2020. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Toth Financial Advisory reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 4,725 Pultegroup shares in Q2 2021, an estimated $248K.
  • Toth Financial Advisory first reported a position in Pultegroup in Q3 2020 and held it in 2 quarters.
  • Toth Financial Advisory's Pultegroup position peaked at $432K in Q3 2020.
  • 678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.