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WESPAC Advisors’s Pultegroup PHM Stock Holding History

WESPAC 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
2022
Q1 		– Sell
-15,290
Closed -$874K – 141
2021
Q4 		$874K Sell
15,290
-1,070
-7% -$54.9K 0.59% 71
2021
Q3 		$751K Buy
16,360
+6,518
+66% +$339K 0.46% 77
2021
Q2 		$537K Sell
9,842
-16,596
-63% -$928K 1.03% 48
2021
Q1 		$1.39M Sell
26,438
-4,960
-16% -$232K 1.04% 30
2020
Q4 		$1.35M Buy
31,398
+3,058
+11% +$135K 1.05% 38
2020
Q3 		$1.31M Buy
28,340
+14,205
+100% +$608K 1.62% 22
2020
Q2 		$481K Buy
+14,135
New +$424K 0.55% 62
2020
Q1 		– Sell
-15,207
Closed -$590K – 78
2019
Q4 		$590K Buy
+15,207
New +$591K 0.58% 63

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WESPAC Advisors's PHM Position: Q1 2022 in Review

WESPAC Advisors sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 15,290 shares — an estimated $874K sold.

WESPAC Advisors first reported a position in PHM in Q4 2019 and held it in 8 quarters. The position peaked at $1.39M in Q1 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • WESPAC Advisors reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • WESPAC Advisors sold 15,290 Pultegroup shares in Q1 2022, an estimated $874K.
  • WESPAC Advisors first reported a position in Pultegroup in Q4 2019 and held it in 8 quarters.
  • WESPAC Advisors's Pultegroup position peaked at $1.39M in Q1 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.