BHWA
TMHC

Beacon Harbor Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

Beacon Harbor 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
2020
Q2 		– Sell
-147,564
Closed -$1.62M – 52
2020
Q1 		$1.62M Buy
147,564
+51,884
+54% +$1.12M 1.23% 36
2019
Q4 		$2.09M Buy
+95,680
New +$2.3M 1.24% 40

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Harbor Wealth Advisors's TMHC Position: Q2 2020 in Review

Beacon Harbor Wealth Advisors sold out of Taylor Morrison (TMHC) in Q2 2020, closing a stake of 147,564 shares — an estimated $1.62M sold.

Beacon Harbor Wealth Advisors first reported a position in TMHC in Q4 2019 and held it in 2 quarters. The position peaked at $2.09M in Q4 2019. 249 funds tracked by Wall St. Rank hold TMHC as of Q2 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Taylor Morrison position as of Q2 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 147,564 Taylor Morrison shares in Q2 2020, an estimated $1.62M.
  • Beacon Harbor Wealth Advisors first reported a position in Taylor Morrison in Q4 2019 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Taylor Morrison position peaked at $2.09M in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.