BWA
TMHC

BDO Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

BDO Wealth Advisors’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
Q2 		$732 Hold
15
– – ﹤0.01% 913
2023
Q1 		$574 Hold
15
– – ﹤0.01% 997
2022
Q4 		$455 Hold
15
– – ﹤0.01% 955
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1137
2022
Q2 		$0 Hold
15
– – ﹤0.01% 1116
2022
Q1 		$0 Hold
15
– – ﹤0.01% 1139
2021
Q4 		$1K Buy
+15
New +$468 ﹤0.01% 1062

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BDO Wealth Advisors's TMHC Position: Q2 2023 in Review

BDO Wealth Advisors held its Taylor Morrison (TMHC) position steady in Q2 2023 at 15 shares worth $732. The position accounts for ﹤0.01% of the portfolio, ranked #913.

BDO Wealth Advisors first reported a position in TMHC in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q4 2021. 367 funds tracked by Wall St. Rank hold TMHC as of Q2 2023.

  • BDO Wealth Advisors held 15 shares of Taylor Morrison worth $732 as of Q2 2023.
  • BDO Wealth Advisors left its Taylor Morrison share count unchanged in Q2 2023.
  • Taylor Morrison made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #913 holding.
  • BDO Wealth Advisors first reported a position in Taylor Morrison in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Taylor Morrison position peaked at $1K in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.