PFGIA
TMHC

Patriot Financial Group Insurance Agency’s Taylor Morrison TMHC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-125
Closed -$3K – 2075
2020
Q4 		$3K Hold
125
– – ﹤0.01% 1586
2020
Q3 		$3K Sell
125
-75
-38% -$1.77K ﹤0.01% 1399
2020
Q2 		$4K Hold
200
– – ﹤0.01% 1268
2020
Q1 		$2K Buy
+200
New +$4.3K ﹤0.01% 1341

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TMHC Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Taylor Morrison (TMHC) in Q1 2021, closing a stake of 125 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in TMHC in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 266 funds tracked by Wall St. Rank hold TMHC as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Taylor Morrison position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 125 Taylor Morrison shares in Q1 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Taylor Morrison in Q1 2020 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Taylor Morrison position peaked at $4K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.