V Wealth Advisors’s Pultegroup PHM Stock Holding History

V 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
2022 Q2	–	Sell	-26,141	Closed	-$1.09M	–	450
2022 Q1	$1.09M	Buy	26,141 +619	+2%	+$30.7K	0.18%	133
2021 Q4	$1.46M	Buy	25,522 +1,215	+5%	+$62.3K	0.21%	108
2021 Q3	$1.12M	Buy	24,307 +1,873	+8%	+$97.3K	0.17%	138
2021 Q2	$1.22M	Buy	22,434 +338	+2%	+$18.9K	0.19%	129
2021 Q1	$1.16M	Buy	22,096 +654	+3%	+$30.5K	0.21%	119
2020 Q4	$925K	Buy	+21,442	New	+$950K	0.19%	138

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

V Wealth Advisors's PHM Position: Q2 2022 in Review

V Wealth Advisors sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 26,141 shares — an estimated $1.09M sold.

V Wealth Advisors first reported a position in PHM in Q4 2020 and held it in 6 quarters. The position peaked at $1.46M in Q4 2021. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

V Wealth Advisors reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 26,141 Pultegroup shares in Q2 2022, an estimated $1.09M.
V Wealth Advisors first reported a position in Pultegroup in Q4 2020 and held it in 6 quarters.
V Wealth Advisors's Pultegroup position peaked at $1.46M in Q4 2021.
629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.