SWA
TPH

Sutton Wealth Advisors’s Tri Pointe Homes TPH Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,509
Closed -$28.1K – 1502
2022
Q4 		$28.1K Buy
+1,509
New +$26.2K 0.01% 570
2022
Q3 		– Sell
-53
Closed -$936 – 1718
2022
Q2 		$894 Buy
53
+15
+39% +$294 ﹤0.01% 1315
2022
Q1 		$763 Buy
+38
New +$883 ﹤0.01% 1407

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Tri Pointe Homes (TPH) in Q1 2023, closing a stake of 1,509 shares — an estimated $28.1K sold.

Sutton Wealth Advisors first reported a position in TPH in Q1 2022 and held it in 3 quarters. The position peaked at $28.1K in Q4 2022. 266 funds tracked by Wall St. Rank hold TPH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Tri Pointe Homes position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,509 Tri Pointe Homes shares in Q1 2023, an estimated $28.1K.
  • Sutton Wealth Advisors first reported a position in Tri Pointe Homes in Q1 2022 and held it in 3 quarters.
  • Sutton Wealth Advisors's Tri Pointe Homes position peaked at $28.1K in Q4 2022.
  • 266 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2023.

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