FAG
TPH

Fortitude Advisory Group’s Tri Pointe Homes TPH Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,374
Closed -$28K – 1189
2022
Q1 		$28K Hold
1,374
– – 0.01% 721
2021
Q4 		$38K Buy
+1,374
New +$34.6K 0.02% 633

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortitude Advisory Group's TPH Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Tri Pointe Homes (TPH) in Q2 2022, closing a stake of 1,374 shares — an estimated $28K sold.

Fortitude Advisory Group first reported a position in TPH in Q4 2021 and held it in 2 quarters. The position peaked at $38K in Q4 2021. 279 funds tracked by Wall St. Rank hold TPH as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Tri Pointe Homes position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,374 Tri Pointe Homes shares in Q2 2022, an estimated $28K.
  • Fortitude Advisory Group first reported a position in Tri Pointe Homes in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Tri Pointe Homes position peaked at $38K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.