PS
TPH

Planned Solutions’s Tri Pointe Homes TPH Stock Holding History

Planned Solutions’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
Q4 		– Sell
-3,200
Closed -$145K – 581
2024
Q3 		$145K Buy
+3,200
New +$137K 0.06% 151
2024
Q1 		– Sell
-3,200
Closed -$113K – 502
2023
Q4 		$113K Buy
+3,200
New +$93K 0.05% 162

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Planned Solutions's TPH Position: Q4 2024 in Review

Planned Solutions sold out of Tri Pointe Homes (TPH) in Q4 2024, closing a stake of 3,200 shares — an estimated $145K sold.

Planned Solutions first reported a position in TPH in Q4 2023 and held it in 2 quarters. The position peaked at $145K in Q3 2024. 349 funds tracked by Wall St. Rank hold TPH as of Q4 2024.

  • Planned Solutions reported no remaining Tri Pointe Homes position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 3,200 Tri Pointe Homes shares in Q4 2024, an estimated $145K.
  • Planned Solutions first reported a position in Tri Pointe Homes in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Tri Pointe Homes position peaked at $145K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.