LWCFA
TPH

Loring Wolcott & Coolidge Fiduciary Advisors’s Tri Pointe Homes TPH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 		– Sell
-96
Closed -$2K – 926
2021
Q2 		$2K Buy
+96
New +$2.2K ﹤0.01% 896
2021
Q1 		– Sell
-412
Closed -$7K – 668
2020
Q4 		$7K Buy
+412
New +$7.29K ﹤0.01% 649
2017
Q4 		– Sell
-67
Closed – – 870
2017
Q3 		$0 Buy
+67
New +$891 ﹤0.01% 898

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 $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TPH Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Tri Pointe Homes (TPH) in Q3 2021, closing a stake of 96 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TPH in Q3 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 260 funds tracked by Wall St. Rank hold TPH as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Tri Pointe Homes position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 96 Tri Pointe Homes shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tri Pointe Homes in Q3 2017 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Tri Pointe Homes position peaked at $7K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.