NewSquare Capital’s Tri Pointe Homes TPH Stock Holding History

NewSquare Capital’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
2025 Q1	–	Sell	-16	Closed	-$580	–	1231
2024 Q4	$580	Buy	+16	New	+$667	﹤0.01%	700

Other funds holding TPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NewSquare Capital's TPH Position: Q1 2025 in Review

NewSquare Capital sold out of Tri Pointe Homes (TPH) in Q1 2025, closing a stake of 16 shares — an estimated $580 sold.

NewSquare Capital first reported a position in TPH in Q4 2024 and held it in 1 quarter. The position peaked at $580 in Q4 2024. 352 funds tracked by Wall St. Rank hold TPH as of Q1 2025.

NewSquare Capital reported no remaining Tri Pointe Homes position as of Q1 2025 after selling out during the quarter.
NewSquare Capital sold 16 Tri Pointe Homes shares in Q1 2025, an estimated $580.
NewSquare Capital first reported a position in Tri Pointe Homes in Q4 2024 and held it in 1 quarter.
NewSquare Capital's Tri Pointe Homes position peaked at $580 in Q4 2024.
352 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.