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Accurate Wealth Management’s Toll Brothers TOL Stock Holding History

Accurate Wealth Management’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-921
Closed -$49.7K – 1344
2022
Q4 		$49.7K Buy
+921
New +$42.4K 0.02% 456

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Accurate Wealth Management's TOL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Toll Brothers (TOL) in Q1 2023, closing a stake of 921 shares — an estimated $49.7K sold.

Accurate Wealth Management first reported a position in TOL in Q4 2022 and held it in 1 quarter. The position peaked at $49.7K in Q4 2022. 447 funds tracked by Wall St. Rank hold TOL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Toll Brothers position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 921 Toll Brothers shares in Q1 2023, an estimated $49.7K.
  • Accurate Wealth Management first reported a position in Toll Brothers in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Toll Brothers position peaked at $49.7K in Q4 2022.
  • 447 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.