Harvest Group Wealth Management’s Tri Pointe Homes TPH Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-169	Closed	-$3K	–	653
2020 Q4	$3K	Hold	169	–	–	﹤0.01%	318
2020 Q3	$3K	Hold	169	–	–	﹤0.01%	309
2020 Q2	$2K	Sell	169 -11	-6%	-$135	﹤0.01%	331
2020 Q1	$1K	Buy	+180	New	+$2.63K	﹤0.01%	438
2019 Q4	–	Sell	-192	Closed	-$3K	–	1044
2019 Q3	$3K	Hold	192	–	–	﹤0.01%	601
2019 Q2	$2K	Sell	192 -115	-37%	-$1.5K	﹤0.01%	610
2019 Q1	$4K	Buy	+307	New	+$3.9K	﹤0.01%	450

Other funds holding TPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's TPH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Tri Pointe Homes (TPH) in Q1 2021, closing a stake of 169 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in TPH in Q1 2019 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 274 funds tracked by Wall St. Rank hold TPH as of Q1 2021.

Harvest Group Wealth Management reported no remaining Tri Pointe Homes position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 169 Tri Pointe Homes shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in Tri Pointe Homes in Q1 2019 and held it in 7 quarters.
Harvest Group Wealth Management's Tri Pointe Homes position peaked at $4K in Q1 2019.
274 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.