PWP
TPH

Personal Wealth Partners’s Tri Pointe Homes TPH Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-8
Closed – – 554
2019
Q4 		$0 Hold
8
– – ﹤0.01% 674
2019
Q3 		$0 Buy
+8
New +$109 ﹤0.01% 684

Other funds holding TPH

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Vanguard Group
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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Personal Wealth Partners's TPH Position: Q1 2020 in Review

Personal Wealth Partners sold out of Tri Pointe Homes (TPH) in Q1 2020, closing a stake of 8 shares.

Personal Wealth Partners first reported a position in TPH in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 242 funds tracked by Wall St. Rank hold TPH as of Q1 2020.

  • Personal Wealth Partners reported no remaining Tri Pointe Homes position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 8 Tri Pointe Homes shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Tri Pointe Homes in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Tri Pointe Homes position peaked at $0 in Q4 2019.
  • 242 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.