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	–	2052
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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TCI Wealth Advisors's TMHC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Taylor Morrison (TMHC) in Q2 2023, closing a stake of 933 shares — an estimated $35.7K sold.

TCI Wealth Advisors first reported a position in TMHC in Q1 2020 and held it in 13 quarters. The position peaked at $35.7K in Q1 2023. 367 funds tracked by Wall St. Rank hold TMHC as of Q2 2023.

TCI Wealth Advisors reported no remaining Taylor Morrison position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 933 Taylor Morrison shares in Q2 2023, an estimated $35.7K.
TCI Wealth Advisors first reported a position in Taylor Morrison in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Taylor Morrison position peaked at $35.7K in Q1 2023.
367 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.