WAM
TPH

Wealthspire Advisors (Maryland)’s Tri Pointe Homes TPH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-235
Closed -$3K – 1892
2019
Q1 		$3K Buy
235
+92
+64% +$1.17K ﹤0.01% 2054
2018
Q4 		$2K Buy
+143
New +$1.69K ﹤0.01% 2134
2018
Q3 		– Sell
-8
Closed – – 2505
2018
Q2 		$0 Hold
8
– – ﹤0.01% 2576
2018
Q1 		$0 Sell
8
-20
-71% -$343 ﹤0.01% 2640
2017
Q4 		$1K Buy
+28
New +$472 ﹤0.01% 2344
2016
Q1 		– Sell
-103
Closed -$1K – 1838
2015
Q4 		$1K Buy
+103
New +$1.38K ﹤0.01% 1653

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TPH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Tri Pointe Homes (TPH) in Q2 2019, closing a stake of 235 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in TPH in Q4 2015 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 222 funds tracked by Wall St. Rank hold TPH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Tri Pointe Homes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 235 Tri Pointe Homes shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Tri Pointe Homes in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Tri Pointe Homes position peaked at $3K in Q1 2019.
  • 222 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.