Sutton Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-31	Closed	-$941	–	1499
2022 Q4	$941	Sell	31 -2	-6%	-$56	﹤0.01%	1343
2022 Q3	$770	Buy	33 +10	+43%	+$260	﹤0.01%	1367
2022 Q2	$537	Buy	+23	New	+$609	﹤0.01%	1437
2022 Q1	–	Sell	-17	Closed	-$594	–	1716
2021 Q4	$594	Buy	+17	New	+$531	﹤0.01%	1471

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sutton Wealth Advisors's TMHC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Taylor Morrison (TMHC) in Q1 2023, closing a stake of 31 shares — an estimated $941 sold.

Sutton Wealth Advisors first reported a position in TMHC in Q4 2021 and held it in 4 quarters. The position peaked at $941 in Q4 2022. 328 funds tracked by Wall St. Rank hold TMHC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Taylor Morrison position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 31 Taylor Morrison shares in Q1 2023, an estimated $941.
Sutton Wealth Advisors first reported a position in Taylor Morrison in Q4 2021 and held it in 4 quarters.
Sutton Wealth Advisors's Taylor Morrison position peaked at $941 in Q4 2022.
328 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.