TCWA
TMHC

Turtle Creek Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-142
Closed -$7.58K – 755
2023
Q4 		$7.58K Buy
+142
New +$6.35K ﹤0.01% 583

Other funds holding TMHC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Turtle Creek Wealth Advisors's TMHC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Taylor Morrison (TMHC) in Q1 2024, closing a stake of 142 shares — an estimated $7.58K sold.

Turtle Creek Wealth Advisors first reported a position in TMHC in Q4 2023 and held it in 1 quarter. The position peaked at $7.58K in Q4 2023. 370 funds tracked by Wall St. Rank hold TMHC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Taylor Morrison position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 142 Taylor Morrison shares in Q1 2024, an estimated $7.58K.
  • Turtle Creek Wealth Advisors first reported a position in Taylor Morrison in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Taylor Morrison position peaked at $7.58K in Q4 2023.
  • 370 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.