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Wealthspire Advisors (Maryland)’s Pultegroup PHM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,460
Closed -$41K – 1582
2019
Q1 		$41K Sell
1,460
-232
-14% -$6.32K ﹤0.01% 964
2018
Q4 		$44K Sell
1,692
-229
-12% -$5.66K ﹤0.01% 917
2018
Q3 		$48K Sell
1,921
-96
-5% -$2.72K ﹤0.01% 988
2018
Q2 		$58K Buy
2,017
+391
+24% +$11.8K 0.01% 922
2018
Q1 		$48K Buy
1,626
+40
+3% +$1.24K ﹤0.01% 1006
2017
Q4 		$53K Buy
1,586
+165
+12% +$5.12K 0.01% 979
2017
Q3 		$39K Buy
1,421
+156
+12% +$3.95K ﹤0.01% 1062
2017
Q2 		$31K Buy
1,265
+310
+32% +$7.24K ﹤0.01% 1116
2017
Q1 		$22K Buy
955
+84
+10% +$1.81K ﹤0.01% 1054
2016
Q4 		$16K Sell
871
-3
-0.3% -$57 ﹤0.01% 1087
2016
Q3 		$18K Buy
874
+21
+2% +$435 ﹤0.01% 1091
2016
Q2 		$17K Sell
853
-28
-3% -$519 ﹤0.01% 1049
2016
Q1 		$16K Sell
881
-71
-7% -$1.21K ﹤0.01% 1046
2015
Q4 		$17K Buy
+952
New +$17.8K ﹤0.01% 1023

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PHM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 1,460 shares — an estimated $41K sold.

Wealthspire Advisors (Maryland) first reported a position in PHM in Q4 2015 and held it in 14 quarters. The position peaked at $58K in Q2 2018. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,460 Pultegroup shares in Q2 2019, an estimated $41K.
  • Wealthspire Advisors (Maryland) first reported a position in Pultegroup in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Pultegroup position peaked at $58K in Q2 2018.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.