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Triad Wealth Partners’s Pultegroup PHM Stock Holding History

Triad Wealth 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
2024
Q3 		– Sell
-8
Closed -$934 – 666
2024
Q2 		$934 Buy
+8
New +$908 ﹤0.01% 882

Other funds holding PHM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Triad Wealth Partners's PHM Position: Q3 2024 in Review

Triad Wealth Partners sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 8 shares — an estimated $934 sold.

Triad Wealth Partners first reported a position in PHM in Q2 2024 and held it in 1 quarter. The position peaked at $934 in Q2 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Triad Wealth Partners reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 8 Pultegroup shares in Q3 2024, an estimated $934.
  • Triad Wealth Partners first reported a position in Pultegroup in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Pultegroup position peaked at $934 in Q2 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.