WAP
TPH

Wealthcare Advisory Partners’s Tri Pointe Homes TPH Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-61
Closed -$1K – 1749
2021
Q1 		$1K Buy
+61
New +$1.2K ﹤0.01% 2020

Other funds holding TPH

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Advisory Partners's TPH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Tri Pointe Homes (TPH) in Q2 2021, closing a stake of 61 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in TPH in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 266 funds tracked by Wall St. Rank hold TPH as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Tri Pointe Homes position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 61 Tri Pointe Homes shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Tri Pointe Homes in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Tri Pointe Homes position peaked at $1K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.