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Alpha Omega Wealth Management’s Toll Brothers TOL Stock Holding History

Alpha Omega 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
2019
Q3 		– Sell
-61
Closed -$2K – 514
2019
Q2 		$2K Buy
+61
New +$2.28K ﹤0.01% 572

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alpha Omega Wealth Management's TOL Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Toll Brothers (TOL) in Q3 2019, closing a stake of 61 shares — an estimated $2K sold.

Alpha Omega Wealth Management first reported a position in TOL in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 377 funds tracked by Wall St. Rank hold TOL as of Q3 2019.

  • Alpha Omega Wealth Management reported no remaining Toll Brothers position as of Q3 2019 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 61 Toll Brothers shares in Q3 2019, an estimated $2K.
  • Alpha Omega Wealth Management first reported a position in Toll Brothers in Q2 2019 and held it in 1 quarter.
  • Alpha Omega Wealth Management's Toll Brothers position peaked at $2K in Q2 2019.
  • 377 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.