Wagner Wealth Management (South Carolina)’s Pultegroup PHM Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-140	Closed	-$6K	–	754
2022 Q2	$6K	Buy	+140	New	+$5.9K	﹤0.01%	509
2022 Q1	–	Sell	-140	Closed	-$8K	–	541
2021 Q4	$8K	Hold	140	–	–	0.01%	520
2021 Q3	$7K	Hold	140	–	–	0.01%	510
2021 Q2	$8K	Hold	140	–	–	0.01%	518
2021 Q1	$7K	Buy	+140	New	+$6.54K	0.01%	509
2018 Q3	$3K	Hold	140	–	–	﹤0.01%	526
2018 Q2	$4K	Hold	140	–	–	﹤0.01%	479
2018 Q1	$4K	Hold	140	–	–	﹤0.01%	445
2017 Q4	$5K	Buy	+140	New	+$4.35K	﹤0.01%	527

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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s PHM Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 140 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in PHM in Q4 2017 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 140 Pultegroup shares in Q3 2022, an estimated $6K.
Wagner Wealth Management (South Carolina) first reported a position in Pultegroup in Q4 2017 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s Pultegroup position peaked at $8K in Q4 2021.
633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.