MSWM
TPH

McGlone Suttner Wealth Management’s Tri Pointe Homes TPH Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-626
Closed -$22.2K – 713
2023
Q4 		$22.2K Buy
+626
New +$18.2K ﹤0.01% 415

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

McGlone Suttner Wealth Management's TPH Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Tri Pointe Homes (TPH) in Q1 2024, closing a stake of 626 shares — an estimated $22.2K sold.

McGlone Suttner Wealth Management first reported a position in TPH in Q4 2023 and held it in 1 quarter. The position peaked at $22.2K in Q4 2023. 327 funds tracked by Wall St. Rank hold TPH as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Tri Pointe Homes position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 626 Tri Pointe Homes shares in Q1 2024, an estimated $22.2K.
  • McGlone Suttner Wealth Management first reported a position in Tri Pointe Homes in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Tri Pointe Homes position peaked at $22.2K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.