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Wealthstreet Investment Advisors’s Pultegroup PHM Stock Holding History

Wealthstreet Investment Advisors’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
-7,796
Closed -$409K – 257
2021
Q1 		$409K Hold
7,796
– – 0.04% 275
2020
Q4 		$336K Sell
7,796
-55
-0.7% -$2.44K 0.03% 287
2020
Q3 		$363K Hold
7,851
– – 0.04% 258
2020
Q2 		$267K Buy
+7,851
New +$236K 0.03% 282
2020
Q1 		– Sell
-8,951
Closed -$347K – 337
2019
Q4 		$347K Hold
8,951
– – 0.04% 271
2019
Q3 		$349K Hold
8,951
– – 0.04% 259
2019
Q2 		$283K Sell
8,951
-280
-3% -$8.74K 0.04% 289
2019
Q1 		$258K Hold
9,231
– – 0.03% 296
2018
Q4 		$250K Sell
9,231
-6,500
-41% -$161K 0.04% 285
2018
Q3 		$390K Sell
15,731
-750
-5% -$21.3K 0.05% 261
2018
Q2 		$474K Sell
16,481
-200
-1% -$6.02K 0.06% 244
2018
Q1 		$492K Hold
16,681
– – 0.06% 238
2017
Q4 		$555K Buy
+16,681
New +$518K 0.07% 221

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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthstreet Investment Advisors's PHM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 7,796 shares — an estimated $409K sold.

Wealthstreet Investment Advisors first reported a position in PHM in Q4 2017 and held it in 13 quarters. The position peaked at $555K in Q4 2017. 679 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,796 Pultegroup shares in Q2 2021, an estimated $409K.
  • Wealthstreet Investment Advisors first reported a position in Pultegroup in Q4 2017 and held it in 13 quarters.
  • Wealthstreet Investment Advisors's Pultegroup position peaked at $555K in Q4 2017.
  • 679 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.