PFS
TMHC

Prospera Financial Services’s Taylor Morrison TMHC Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-2,650
Closed -$62K – 1526
2022
Q2 		$62K Sell
2,650
-1,777
-40% -$47.1K ﹤0.01% 992
2022
Q1 		$121K Buy
+4,427
New +$135K 0.01% 1052
2020
Q4 		– Sell
-527
Closed -$13K – 1491
2020
Q3 		$13K Buy
+527
New +$12.5K 0.01% 1042

Other funds holding TMHC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Prospera Financial Services's TMHC Position: Q3 2022 in Review

Prospera Financial Services sold out of Taylor Morrison (TMHC) in Q3 2022, closing a stake of 2,650 shares — an estimated $62K sold.

Prospera Financial Services first reported a position in TMHC in Q3 2020 and held it in 3 quarters. The position peaked at $121K in Q1 2022. 285 funds tracked by Wall St. Rank hold TMHC as of Q3 2022.

  • Prospera Financial Services reported no remaining Taylor Morrison position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,650 Taylor Morrison shares in Q3 2022, an estimated $62K.
  • Prospera Financial Services first reported a position in Taylor Morrison in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Taylor Morrison position peaked at $121K in Q1 2022.
  • 285 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.