BOSSRA
TPH

B.O.S.S. Retirement Advisors’s Tri Pointe Homes TPH Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q3 		– Sell
-5,916
Closed -$220K – 214
2024
Q2 		$220K Buy
+5,916
New +$223K 0.06% 163

Other funds holding TPH

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

B.O.S.S. Retirement Advisors's TPH Position: Q3 2024 in Review

B.O.S.S. Retirement Advisors sold out of Tri Pointe Homes (TPH) in Q3 2024, closing a stake of 5,916 shares — an estimated $220K sold.

B.O.S.S. Retirement Advisors first reported a position in TPH in Q2 2024 and held it in 1 quarter. The position peaked at $220K in Q2 2024. 383 funds tracked by Wall St. Rank hold TPH as of Q3 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Tri Pointe Homes position as of Q3 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 5,916 Tri Pointe Homes shares in Q3 2024, an estimated $220K.
  • B.O.S.S. Retirement Advisors first reported a position in Tri Pointe Homes in Q2 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Tri Pointe Homes position peaked at $220K in Q2 2024.
  • 383 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q3 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.