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WealthPLAN Partners’s Pultegroup PHM Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-56
Closed -$4.35K – 901
2023
Q2 		$4.35K Hold
56
– – ﹤0.01% 938
2023
Q1 		$3.26K Buy
+56
New +$3.02K ﹤0.01% 1054
2019
Q2 		– Sell
-6,865
Closed -$219K – 268
2019
Q1 		$219K Buy
+6,865
New +$187K 0.03% 236

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WealthPLAN Partners's PHM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 56 shares — an estimated $4.35K sold.

WealthPLAN Partners first reported a position in PHM in Q1 2019 and held it in 3 quarters. The position peaked at $219K in Q1 2019. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 56 Pultegroup shares in Q3 2023, an estimated $4.35K.
  • WealthPLAN Partners first reported a position in Pultegroup in Q1 2019 and held it in 3 quarters.
  • WealthPLAN Partners's Pultegroup position peaked at $219K in Q1 2019.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.