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

TCI 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 Q2	–	Sell	-930	Closed	-$23.5K	–	2061
2023 Q1	$23.5K	Hold	930	–	–	﹤0.01%	647
2022 Q4	$17.3K	Buy	930 +721	+345%	+$12.5K	﹤0.01%	760
2022 Q3	$3K	Sell	209 -171	-45%	-$3.02K	﹤0.01%	1847
2022 Q2	$6K	Sell	380 -646	-63%	-$12.7K	﹤0.01%	1407
2022 Q1	$21K	Buy	1,026 +116	+13%	+$2.69K	﹤0.01%	689
2021 Q4	$25K	Hold	910	–	–	﹤0.01%	618
2021 Q3	$19K	Hold	910	–	–	﹤0.01%	719
2021 Q2	$20K	Buy	910 +154	+20%	+$3.53K	﹤0.01%	622
2021 Q1	$15K	Buy	756 +359	+90%	+$7.06K	0.01%	670
2020 Q4	$7K	Sell	397 -72	-15%	-$1.27K	﹤0.01%	774
2020 Q3	$9K	Buy	469 +268	+133%	+$4.54K	﹤0.01%	612
2020 Q2	$3K	Hold	201	–	–	﹤0.01%	970
2020 Q1	$2K	Buy	+201	New	+$2.94K	﹤0.01%	1101

Other funds holding TPH

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Tri Pointe Homes (TPH) in Q2 2023, closing a stake of 930 shares — an estimated $23.5K sold.

TCI Wealth Advisors first reported a position in TPH in Q1 2020 and held it in 13 quarters. The position peaked at $25K in Q4 2021. 295 funds tracked by Wall St. Rank hold TPH as of Q2 2023.

TCI Wealth Advisors reported no remaining Tri Pointe Homes position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 930 Tri Pointe Homes shares in Q2 2023, an estimated $23.5K.
TCI Wealth Advisors first reported a position in Tri Pointe Homes in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Tri Pointe Homes position peaked at $25K in Q4 2021.
295 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2023.

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