Berman Capital Advisors’s Tri Pointe Homes TPH Stock Holding History

Berman Capital 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
2021 Q3	$2K	Buy	100 +45	+82%	+$1.01K	﹤0.01%	1747
2021 Q2	$1K	Hold	55	–	–	﹤0.01%	1812
2021 Q1	$1K	Buy	+55	New	+$1.08K	﹤0.01%	1702
2020 Q3	–	Sell	-75	Closed	-$1K	–	1771
2020 Q2	$1K	Sell	75 -193	-72%	-$2.37K	﹤0.01%	1513
2020 Q1	$2K	Hold	268	–	–	﹤0.01%	1190
2019 Q4	$4K	Hold	268	–	–	﹤0.01%	1047
2019 Q3	$4K	Hold	268	–	–	﹤0.01%	1026
2019 Q2	$3K	Buy	268 +97	+57%	+$1.26K	﹤0.01%	1130
2019 Q1	$2K	Buy	171 +130	+317%	+$1.65K	﹤0.01%	1128
2018 Q4	$0	Buy	+41	New	+$485	﹤0.01%	1259

Other funds holding TPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's TPH Position: Q3 2021 in Review

Berman Capital Advisors increased its Tri Pointe Homes (TPH) stake by 82% in Q3 2021, buying an estimated $1.01K and bringing the position to 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Berman Capital Advisors first reported a position in TPH in Q4 2018 and has held it in 10 quarters since. The position peaked at $4K in Q4 2019. 260 funds tracked by Wall St. Rank hold TPH as of Q3 2021.

Berman Capital Advisors held 100 shares of Tri Pointe Homes worth $2K as of Q3 2021.
Berman Capital Advisors bought 45 Tri Pointe Homes shares in Q3 2021, an estimated $1.01K.
Tri Pointe Homes made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1747 holding.
Berman Capital Advisors first reported a position in Tri Pointe Homes in Q4 2018 and has held it in 10 quarters since.
Berman Capital Advisors's Tri Pointe Homes position peaked at $4K in Q4 2019.
260 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.