BWP
TPH

Baldwin Wealth Partners’s Tri Pointe Homes TPH Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-216
Closed -$9.79K – 942
2024
Q3 		$9.79K Buy
+216
New +$9.24K ﹤0.01% 801
2016
Q3 		– Sell
-1,000
Closed -$12K – 564
2016
Q2 		$12K Hold
1,000
– – ﹤0.01% 385
2016
Q1 		$12K Buy
+1,000
New +$10.6K ﹤0.01% 403

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baldwin Wealth Partners's TPH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Tri Pointe Homes (TPH) in Q4 2024, closing a stake of 216 shares — an estimated $9.79K sold.

Baldwin Wealth Partners first reported a position in TPH in Q1 2016 and held it in 3 quarters. The position peaked at $12K in Q2 2016. 349 funds tracked by Wall St. Rank hold TPH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Tri Pointe Homes position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 216 Tri Pointe Homes shares in Q4 2024, an estimated $9.79K.
  • Baldwin Wealth Partners first reported a position in Tri Pointe Homes in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Tri Pointe Homes position peaked at $12K in Q2 2016.
  • 349 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.