BWP
TMHC

BSW Wealth Partners’s Taylor Morrison TMHC Stock Holding History

BSW 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
2024
Q3 		– Sell
-4,270
Closed -$237K – 334
2024
Q2 		$237K Hold
4,270
– – 0.04% 255
2024
Q1 		$265K Hold
4,270
– – 0.05% 237
2023
Q4 		$228K Buy
+4,270
New +$191K 0.05% 243
2023
Q3 		– Sell
-4,270
Closed -$208K – 286
2023
Q2 		$208K Buy
+4,270
New +$184K 0.04% 250

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

BSW Wealth Partners's TMHC Position: Q3 2024 in Review

BSW Wealth Partners sold out of Taylor Morrison (TMHC) in Q3 2024, closing a stake of 4,270 shares — an estimated $237K sold.

BSW Wealth Partners first reported a position in TMHC in Q2 2023 and held it in 4 quarters. The position peaked at $265K in Q1 2024. 418 funds tracked by Wall St. Rank hold TMHC as of Q3 2024.

  • BSW Wealth Partners reported no remaining Taylor Morrison position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 4,270 Taylor Morrison shares in Q3 2024, an estimated $237K.
  • BSW Wealth Partners first reported a position in Taylor Morrison in Q2 2023 and held it in 4 quarters.
  • BSW Wealth Partners's Taylor Morrison position peaked at $265K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.