Turtle Creek Wealth Advisors’s Pultegroup PHM Stock Holding History

Turtle Creek Wealth Advisors’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	-234	Closed	-$24.2K	–	647
2023 Q4	$24.2K	Buy	+234	New	+$19.9K	0.01%	383

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

Turtle Creek Wealth Advisors's PHM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 234 shares — an estimated $24.2K sold.

Turtle Creek Wealth Advisors first reported a position in PHM in Q4 2023 and held it in 1 quarter. The position peaked at $24.2K in Q4 2023. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 234 Pultegroup shares in Q1 2024, an estimated $24.2K.
Turtle Creek Wealth Advisors first reported a position in Pultegroup in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Pultegroup position peaked at $24.2K in Q4 2023.
913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.