TPB Wealth Advisors’s LGI Homes LGIH Stock Holding History

TPB Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-16,554	Closed	-$1.62M	–	50
2022 Q1	$1.62M	Hold	16,554	–	–	0.61%	25
2021 Q4	$2.56M	Hold	16,554	–	–	1.25%	18
2021 Q3	$2.35M	Hold	16,554	–	–	1.7%	15
2021 Q2	$2.68M	Buy	16,554 +54	+0.3%	+$8.94K	1.73%	16
2021 Q1	$1.75M	Hold	16,500	–	–	1.5%	15
2020 Q4	$1.75M	Buy	+16,500	New	+$1.88M	1.73%	11

Other funds holding LGIH

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

TPB Wealth Advisors's LGIH Position: Q2 2022 in Review

TPB Wealth Advisors sold out of LGI Homes (LGIH) in Q2 2022, closing a stake of 16,554 shares — an estimated $1.62M sold.

TPB Wealth Advisors first reported a position in LGIH in Q4 2020 and held it in 6 quarters. The position peaked at $2.68M in Q2 2021. 226 funds tracked by Wall St. Rank hold LGIH as of Q2 2022.

TPB Wealth Advisors reported no remaining LGI Homes position as of Q2 2022 after selling out during the quarter.
TPB Wealth Advisors sold 16,554 LGI Homes shares in Q2 2022, an estimated $1.62M.
TPB Wealth Advisors first reported a position in LGI Homes in Q4 2020 and held it in 6 quarters.
TPB Wealth Advisors's LGI Homes position peaked at $2.68M in Q2 2021.
226 funds tracked by Wall St. Rank held LGI Homes as of Q2 2022.

Based on TPB Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.