OWA
TPH

One Wealth Advisors’s Tri Pointe Homes TPH Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-268
Closed -$3K – 442
2019
Q1 		$3K Buy
+268
New +$3.41K ﹤0.01% 449
2018
Q4 		– Sell
-268
Closed -$3K – 432
2018
Q3 		$3K Hold
268
– – ﹤0.01% 480
2018
Q2 		$4K Buy
268
+55
+26% +$936 ﹤0.01% 438
2018
Q1 		$3K Hold
213
– – ﹤0.01% 450
2017
Q4 		$4K Buy
+213
New +$3.59K ﹤0.01% 462

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

One Wealth Advisors's TPH Position: Q2 2019 in Review

One Wealth Advisors sold out of Tri Pointe Homes (TPH) in Q2 2019, closing a stake of 268 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in TPH in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q2 2018. 222 funds tracked by Wall St. Rank hold TPH as of Q2 2019.

  • One Wealth Advisors reported no remaining Tri Pointe Homes position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 268 Tri Pointe Homes shares in Q2 2019, an estimated $3K.
  • One Wealth Advisors first reported a position in Tri Pointe Homes in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's Tri Pointe Homes position peaked at $4K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.