BWP
TMHC

Balboa Wealth Partners’s Taylor Morrison TMHC Stock Holding History

Balboa Wealth Partners’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
2023
Q3 		– Sell
-7,992
Closed -$390K – 325
2023
Q2 		$390K Buy
+7,992
New +$344K 0.14% 135

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Balboa Wealth Partners's TMHC Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 7,992 shares — an estimated $390K sold.

Balboa Wealth Partners first reported a position in TMHC in Q2 2023 and held it in 1 quarter. The position peaked at $390K in Q2 2023. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 7,992 Taylor Morrison shares in Q3 2023, an estimated $390K.
  • Balboa Wealth Partners first reported a position in Taylor Morrison in Q2 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's Taylor Morrison position peaked at $390K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.