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Valeo Financial Advisors’s Pultegroup PHM Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-38
Closed -$2K – 1445
2021
Q1 		$2K Buy
38
+31
+443% +$1.45K ﹤0.01% 1819
2020
Q4 		$0 Hold
7
– – ﹤0.01% 1803
2020
Q3 		$0 Sell
7
-554
-99% -$23.7K ﹤0.01% 2001
2020
Q2 		$19K Buy
561
+523
+1,376% +$15.7K ﹤0.01% 1084
2020
Q1 		$1K Buy
+38
New +$1.47K ﹤0.01% 1691
2019
Q2 		– Sell
-10
Closed – – 1634
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1615
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1669
2018
Q3 		$0 Buy
+10
New +$283 ﹤0.01% 1836
2018
Q2 		– Sell
-1,495
Closed -$44K – 1720
2018
Q1 		$44K Buy
1,495
+465
+45% +$14.4K 0.01% 515
2017
Q4 		$34K Buy
1,030
+3
+0.3% +$93 0.01% 555
2017
Q3 		$28K Buy
+1,027
New +$26K 0.01% 510

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

Valeo Financial Advisors's PHM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 38 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in PHM in Q3 2017 and held it in 11 quarters. The position peaked at $44K in Q1 2018. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 38 Pultegroup shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Pultegroup in Q3 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's Pultegroup position peaked at $44K in Q1 2018.
  • 678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.