Walled Lake Planning & Wealth Management’s Pultegroup PHM Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-612	Closed	-$28K	–	258
2021 Q3	$28K	Hold	612	–	–	0.02%	198
2021 Q2	$33K	Hold	612	–	–	0.02%	178
2021 Q1	$32K	Hold	612	–	–	0.02%	169
2020 Q4	$26K	Hold	612	–	–	0.02%	163
2020 Q3	$28K	Hold	612	–	–	0.02%	155
2020 Q2	$21K	Buy	612 +4	+0.7%	+$120	0.02%	150
2020 Q1	$14K	Buy	608 +2	+0.3%	+$77	0.01%	166
2019 Q4	$24K	Buy	+606	New	+$23.5K	0.02%	154

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PHM Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 612 shares — an estimated $28K sold.

Walled Lake Planning & Wealth Management first reported a position in PHM in Q4 2019 and held it in 8 quarters. The position peaked at $33K in Q2 2021. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 612 Pultegroup shares in Q4 2021, an estimated $28K.
Walled Lake Planning & Wealth Management first reported a position in Pultegroup in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Pultegroup position peaked at $33K in Q2 2021.
710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.