WealthShield Partners’s Pultegroup PHM Stock Holding History

WealthShield 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
2021 Q2	–	Sell	-794	Closed	-$42K	–	1043
2021 Q1	$42K	Buy	+794	New	+$37.1K	0.01%	488

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WealthShield Partners's PHM Position: Q2 2021 in Review

WealthShield Partners sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 794 shares — an estimated $42K sold.

WealthShield Partners first reported a position in PHM in Q1 2021 and held it in 1 quarter. The position peaked at $42K in Q1 2021. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

WealthShield Partners reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 794 Pultegroup shares in Q2 2021, an estimated $42K.
WealthShield Partners first reported a position in Pultegroup in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Pultegroup position peaked at $42K in Q1 2021.
678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.