AWM
TMHC

Avior Wealth Management’s Taylor Morrison TMHC Stock Holding History

Avior Wealth Management’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,129
Closed -$69.1K – 2195
2024
Q4 		$69.1K Sell
1,129
-8
-0.7% -$546 ﹤0.01% 1031
2024
Q3 		$79.9K Sell
1,137
-2
-0.2% -$128 ﹤0.01% 950
2024
Q2 		$63.1K Buy
1,139
+160
+16% +$9.14K ﹤0.01% 1008
2024
Q1 		$60.9K Buy
+979
New +$53.9K ﹤0.01% 1159

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avior Wealth Management's TMHC Position: Q1 2025 in Review

Avior Wealth Management sold out of Taylor Morrison (TMHC) in Q1 2025, closing a stake of 1,129 shares — an estimated $69.1K sold.

Avior Wealth Management first reported a position in TMHC in Q1 2024 and held it in 4 quarters. The position peaked at $79.9K in Q3 2024. 442 funds tracked by Wall St. Rank hold TMHC as of Q1 2025.

  • Avior Wealth Management reported no remaining Taylor Morrison position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,129 Taylor Morrison shares in Q1 2025, an estimated $69.1K.
  • Avior Wealth Management first reported a position in Taylor Morrison in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Taylor Morrison position peaked at $79.9K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.