Envestnet Portfolio Solutions
TPH

Envestnet Portfolio Solutions’s Tri Pointe Homes TPH Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-7,686
Closed -$279K – 1766
2024
Q4 		$279K Buy
7,686
+10
+0.1% +$417 ﹤0.01% 1538
2024
Q3 		$348K Buy
7,676
+852
+12% +$36.4K ﹤0.01% 1375
2024
Q2 		$254K Buy
+6,824
New +$257K ﹤0.01% 1468

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Envestnet Portfolio Solutions's TPH Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Tri Pointe Homes (TPH) in Q1 2025, closing a stake of 7,686 shares — an estimated $279K sold.

Envestnet Portfolio Solutions first reported a position in TPH in Q2 2024 and held it in 3 quarters. The position peaked at $348K in Q3 2024. 352 funds tracked by Wall St. Rank hold TPH as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Tri Pointe Homes position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,686 Tri Pointe Homes shares in Q1 2025, an estimated $279K.
  • Envestnet Portfolio Solutions first reported a position in Tri Pointe Homes in Q2 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Tri Pointe Homes position peaked at $348K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.