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Wipfli Financial Advisors’s Pultegroup PHM Stock Holding History

Wipfli Financial 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
Q3 		$136K Buy
+3,624
New +$152K 0.01% 598

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wipfli Financial Advisors's PHM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Pultegroup (PHM) in Q3 2022: 3,624 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings.

633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Wipfli Financial Advisors held 3,624 shares of Pultegroup worth $136K as of Q3 2022.
  • Pultegroup was a new Wipfli Financial Advisors position in Q3 2022.
  • Pultegroup made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #598 holding.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.