TWA
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TCI Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

TCI 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
Q2 		– Sell
-933
Closed -$35.7K – 2054
2023
Q1 		$35.7K Hold
933
– – ﹤0.01% 518
2022
Q4 		$28.3K Buy
933
+436
+88% +$12.2K ﹤0.01% 561
2022
Q3 		$12K Buy
497
+9
+2% +$234 ﹤0.01% 931
2022
Q2 		$11K Sell
488
-556
-53% -$14.7K ﹤0.01% 968
2022
Q1 		$28K Buy
1,044
+113
+12% +$3.44K ﹤0.01% 565
2021
Q4 		$33K Hold
931
– – ﹤0.01% 511
2021
Q3 		$24K Buy
931
+185
+25% +$4.9K ﹤0.01% 617
2021
Q2 		$20K Sell
746
-175
-19% -$5.2K ﹤0.01% 621
2021
Q1 		$28K Buy
921
+589
+177% +$16.5K 0.01% 493
2020
Q4 		$9K Sell
332
-21
-6% -$535 ﹤0.01% 690
2020
Q3 		$9K Buy
353
+192
+119% +$4.54K ﹤0.01% 611
2020
Q2 		$3K Hold
161
– – ﹤0.01% 969
2020
Q1 		$2K Buy
+161
New +$3.46K ﹤0.01% 1098

Other funds holding TMHC

BlackRock
BlackRock New York $5.7T 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return