WCM
TPH

Wealthcare Capital Management’s Tri Pointe Homes TPH Stock Holding History

Wealthcare Capital Management’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
-398
Closed -$8K – 611
2021
Q1 		$8K Buy
+398
New +$7.82K ﹤0.01% 312

Other funds holding TPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Capital Management's TPH Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Tri Pointe Homes (TPH) in Q2 2021, closing a stake of 398 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in TPH in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 266 funds tracked by Wall St. Rank hold TPH as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Tri Pointe Homes position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 398 Tri Pointe Homes shares in Q2 2021, an estimated $8K.
  • Wealthcare Capital Management first reported a position in Tri Pointe Homes in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Tri Pointe Homes position peaked at $8K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2021.

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