LWAC
TMHC

Laurel Wealth Advisors (California)’s Taylor Morrison TMHC Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q2 		– Sell
-9,295
Closed -$253K – 751
2022
Q1 		$253K Sell
9,295
-2,808
-23% -$85.4K 0.02% 640
2021
Q4 		$423K Buy
+12,103
New +$378K 0.03% 502

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TMHC Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Taylor Morrison (TMHC) in Q2 2022, closing a stake of 9,295 shares — an estimated $253K sold.

Laurel Wealth Advisors (California) first reported a position in TMHC in Q4 2021 and held it in 2 quarters. The position peaked at $423K in Q4 2021. 279 funds tracked by Wall St. Rank hold TMHC as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Taylor Morrison position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 9,295 Taylor Morrison shares in Q2 2022, an estimated $253K.
  • Laurel Wealth Advisors (California) first reported a position in Taylor Morrison in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Taylor Morrison position peaked at $423K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.