USCWA
TMHC

U.S. Capital Wealth Advisors’s Taylor Morrison TMHC Stock Holding History

U.S. Capital 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
Q1 		– Sell
-261
Closed -$7.92K – 1446
2022
Q4 		$7.92K Buy
+261
New +$7.27K ﹤0.01% 1302

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

U.S. Capital Wealth Advisors's TMHC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Taylor Morrison (TMHC) in Q1 2023, closing a stake of 261 shares — an estimated $7.92K sold.

U.S. Capital Wealth Advisors first reported a position in TMHC in Q4 2022 and held it in 1 quarter. The position peaked at $7.92K in Q4 2022. 328 funds tracked by Wall St. Rank hold TMHC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Taylor Morrison position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 261 Taylor Morrison shares in Q1 2023, an estimated $7.92K.
  • U.S. Capital Wealth Advisors first reported a position in Taylor Morrison in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Taylor Morrison position peaked at $7.92K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.