Tradition Wealth Management’s Pultegroup PHM Stock Holding History

Tradition 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
2024 Q1	–	Sell	-103	Closed	-$11K	–	960
2023 Q4	$11K	Buy	+103	New	+$8.75K	﹤0.01%	981

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

Tradition Wealth Management's PHM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 103 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in PHM in Q4 2023 and held it in 1 quarter. The position peaked at $11K in Q4 2023. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Tradition Wealth Management reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 103 Pultegroup shares in Q1 2024, an estimated $11K.
Tradition Wealth Management first reported a position in Pultegroup in Q4 2023 and held it in 1 quarter.
Tradition Wealth Management's Pultegroup position peaked at $11K in Q4 2023.
913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.