SPIA
TPH

Steward Partners Investment Advisory’s Tri Pointe Homes TPH Stock Holding History

Steward Partners Investment Advisory’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
2021
Q1 		– Sell
-48
Closed -$1K – 3498
2020
Q4 		$1K Buy
+48
New +$849 ﹤0.01% 2818
2018
Q3 		– Sell
-957
Closed -$16K – 2705
2018
Q2 		$16K Buy
+957
New +$16.3K ﹤0.01% 1557

Other funds holding TPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Partners Investment Advisory's TPH Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Tri Pointe Homes (TPH) in Q1 2021, closing a stake of 48 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in TPH in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 274 funds tracked by Wall St. Rank hold TPH as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Tri Pointe Homes position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 48 Tri Pointe Homes shares in Q1 2021, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Tri Pointe Homes in Q2 2018 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Tri Pointe Homes position peaked at $16K in Q2 2018.
  • 274 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.