Evermay Wealth Management’s Tri Pointe Homes TPH Stock Holding History

Evermay Wealth Management’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 Q2	–	Sell	-1,000	Closed	-$31.9K	–	604
2025 Q1	$31.9K	Hold	1,000	–	–	﹤0.01%	357
2024 Q4	$36.3K	Hold	1,000	–	–	0.01%	343
2024 Q3	$45.3K	Hold	1,000	–	–	0.01%	347
2024 Q2	$37.3K	Hold	1,000	–	–	0.01%	364
2024 Q1	$38.7K	Hold	1,000	–	–	0.01%	369
2023 Q4	$35.4K	Buy	+1,000	New	+$29.1K	0.01%	353

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evermay Wealth Management's TPH Position: Q2 2025 in Review

Evermay Wealth Management sold out of Tri Pointe Homes (TPH) in Q2 2025, closing a stake of 1,000 shares — an estimated $31.9K sold.

Evermay Wealth Management first reported a position in TPH in Q4 2023 and held it in 6 quarters. The position peaked at $45.3K in Q3 2024. 348 funds tracked by Wall St. Rank hold TPH as of Q2 2025.

Evermay Wealth Management reported no remaining Tri Pointe Homes position as of Q2 2025 after selling out during the quarter.
Evermay Wealth Management sold 1,000 Tri Pointe Homes shares in Q2 2025, an estimated $31.9K.
Evermay Wealth Management first reported a position in Tri Pointe Homes in Q4 2023 and held it in 6 quarters.
Evermay Wealth Management's Tri Pointe Homes position peaked at $45.3K in Q3 2024.
348 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.