LWAM
TPH

Legacy Wealth Asset Management’s Tri Pointe Homes TPH Stock Holding History

Legacy Wealth Asset 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
2024
Q4 		– Sell
-4,798
Closed -$217K – 360
2024
Q3 		$217K Buy
+4,798
New +$205K 0.06% 333

Other funds holding TPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legacy Wealth Asset Management's TPH Position: Q4 2024 in Review

Legacy Wealth Asset Management sold out of Tri Pointe Homes (TPH) in Q4 2024, closing a stake of 4,798 shares — an estimated $217K sold.

Legacy Wealth Asset Management first reported a position in TPH in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 349 funds tracked by Wall St. Rank hold TPH as of Q4 2024.

  • Legacy Wealth Asset Management reported no remaining Tri Pointe Homes position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,798 Tri Pointe Homes shares in Q4 2024, an estimated $217K.
  • Legacy Wealth Asset Management first reported a position in Tri Pointe Homes in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Tri Pointe Homes position peaked at $217K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.