WFA
TMHC

Wipfli Financial Advisors’s Taylor Morrison TMHC Stock Holding History

Wipfli Financial 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
2022
Q3 		$94K Buy
+4,012
New +$104K 0.01% 759

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Wipfli Financial Advisors's TMHC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Taylor Morrison (TMHC) in Q3 2022: 4,012 shares worth $94K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings.

285 funds tracked by Wall St. Rank hold TMHC as of Q3 2022.

  • Wipfli Financial Advisors held 4,012 shares of Taylor Morrison worth $94K as of Q3 2022.
  • Taylor Morrison was a new Wipfli Financial Advisors position in Q3 2022.
  • Taylor Morrison made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #759 holding.
  • 285 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.