IGWM
TMHC

ICA Group Wealth Management’s Taylor Morrison TMHC Stock Holding History

ICA Group Wealth Management’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
Q2 		$27.7K Hold
500
– – 0.02% 315
2024
Q1 		$31.1K Hold
500
– – 0.01% 652
2023
Q4 		$26.7K Buy
+500
New +$22.4K 0.01% 651
2023
Q3 		– Sell
-500
Closed -$24.4K – 1129
2023
Q2 		$24.4K Hold
500
– – 0.01% 641
2023
Q1 		$19.1K Hold
500
– – ﹤0.01% 676
2022
Q4 		$17.9K Buy
+500
New +$13.9K ﹤0.01% 708

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ICA Group Wealth Management's TMHC Position: Q2 2024 in Review

ICA Group Wealth Management held its Taylor Morrison (TMHC) position steady in Q2 2024 at 500 shares worth $27.7K. The position accounts for 0.02% of the portfolio, ranked #315.

ICA Group Wealth Management first reported a position in TMHC in Q4 2022 and has held it in 6 quarters since. The position peaked at $31.1K in Q1 2024. 380 funds tracked by Wall St. Rank hold TMHC as of Q2 2024.

  • ICA Group Wealth Management held 500 shares of Taylor Morrison worth $27.7K as of Q2 2024.
  • ICA Group Wealth Management left its Taylor Morrison share count unchanged in Q2 2024.
  • Taylor Morrison made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #315 holding.
  • ICA Group Wealth Management first reported a position in Taylor Morrison in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Taylor Morrison position peaked at $31.1K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.