IPW
TPH

Impact Partnership Wealth’s Tri Pointe Homes TPH Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-67
Closed -$1.83K – 1079
2023
Q3 		$1.83K Sell
67
-12,360
-99% -$379K ﹤0.01% 847
2023
Q2 		$408K Buy
+12,427
New +$364K 0.14% 88

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Impact Partnership Wealth's TPH Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Tri Pointe Homes (TPH) in Q4 2023, closing a stake of 67 shares — an estimated $1.83K sold.

Impact Partnership Wealth first reported a position in TPH in Q2 2023 and held it in 2 quarters. The position peaked at $408K in Q2 2023. 313 funds tracked by Wall St. Rank hold TPH as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Tri Pointe Homes position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 67 Tri Pointe Homes shares in Q4 2023, an estimated $1.83K.
  • Impact Partnership Wealth first reported a position in Tri Pointe Homes in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Tri Pointe Homes position peaked at $408K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.