APWM
TPH

Atlas Private Wealth Management’s Tri Pointe Homes TPH Stock Holding History

Atlas Private Wealth Management’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,025
Closed -$19K – 413
2020
Q3 		$19K Hold
1,025
– – 0.01% 260
2020
Q2 		$15K Hold
1,025
– – 0.01% 300
2020
Q1 		$9K Hold
1,025
– – 0.01% 321
2019
Q4 		$16K Buy
+1,025
New +$15.8K 0.01% 310

Other funds holding TPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Private Wealth Management's TPH Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Tri Pointe Homes (TPH) in Q4 2020, closing a stake of 1,025 shares — an estimated $19K sold.

Atlas Private Wealth Management first reported a position in TPH in Q4 2019 and held it in 4 quarters. The position peaked at $19K in Q3 2020. 266 funds tracked by Wall St. Rank hold TPH as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Tri Pointe Homes position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,025 Tri Pointe Homes shares in Q4 2020, an estimated $19K.
  • Atlas Private Wealth Management first reported a position in Tri Pointe Homes in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's Tri Pointe Homes position peaked at $19K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.