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WR Wealth Planners’s Pultegroup PHM Stock Holding History

WR Wealth Planners’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
2024
Q4 		$29.5K Buy
271
+30
+12% +$3.9K 0.01% 395
2024
Q3 		$34.6K Buy
241
+9
+4% +$1.14K 0.01% 389
2024
Q2 		$25.5K Buy
232
+82
+55% +$9.31K 0.01% 411
2024
Q1 		$18.1K Buy
+150
New +$16.1K 0.01% 473

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's PHM Position: Q4 2024 in Review

WR Wealth Planners increased its Pultegroup (PHM) stake by 12% in Q4 2024, buying an estimated $3.9K and bringing the position to 271 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #395.

WR Wealth Planners first reported a position in PHM in Q1 2024 and has held it in 4 quarters since. The position peaked at $34.6K in Q3 2024. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • WR Wealth Planners held 271 shares of Pultegroup worth $29.5K as of Q4 2024.
  • WR Wealth Planners bought 30 Pultegroup shares in Q4 2024, an estimated $3.9K.
  • Pultegroup made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #395 holding.
  • WR Wealth Planners first reported a position in Pultegroup in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Pultegroup position peaked at $34.6K in Q3 2024.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.