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Advisors Preferred’s Toll Brothers TOL Stock Holding History

Advisors Preferred’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
2024
Q1 		– Sell
-21,184
Closed -$2.13M – 278
2023
Q4 		$2.13M Buy
21,184
+21,054
+16,195% +$1.75M 0.35% 67
2023
Q3 		$9.49K Sell
130
-50
-28% -$3.95K ﹤0.01% 181
2023
Q2 		$14.2K Hold
180
– – ﹤0.01% 146
2023
Q1 		$10.9K Sell
180
-104
-37% -$6K ﹤0.01% 172
2022
Q4 		$14.4K Buy
+284
New +$13.1K 0.01% 150

Other funds holding TOL

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisors Preferred's TOL Position: Q1 2024 in Review

Advisors Preferred sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 21,184 shares — an estimated $2.13M sold.

Advisors Preferred first reported a position in TOL in Q4 2022 and held it in 5 quarters. The position peaked at $2.13M in Q4 2023. 645 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Advisors Preferred reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Advisors Preferred sold 21,184 Toll Brothers shares in Q1 2024, an estimated $2.13M.
  • Advisors Preferred first reported a position in Toll Brothers in Q4 2022 and held it in 5 quarters.
  • Advisors Preferred's Toll Brothers position peaked at $2.13M in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.