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Altium Wealth Management’s Toll Brothers TOL Stock Holding History

Altium 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
2022
Q2 		$1M Buy
22,508
+1,253
+6% +$58.6K 0.07% 159
2022
Q1 		$999K Buy
21,255
+108
+0.5% +$6.05K 0.06% 162
2021
Q4 		$1.53M Buy
21,147
+1,026
+5% +$65.9K 0.1% 109
2021
Q3 		$1.11M Buy
20,121
+181
+0.9% +$10.7K 0.08% 120
2021
Q2 		$1.15M Buy
19,940
+279
+1% +$17K 0.08% 112
2021
Q1 		$1.11M Buy
+19,661
New +$1.03M 0.09% 111

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Altium Wealth Management's TOL Position: Q2 2022 in Review

Altium Wealth Management increased its Toll Brothers (TOL) stake by 5.9% in Q2 2022, buying an estimated $58.6K and bringing the position to 22,508 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #159.

Altium Wealth Management first reported a position in TOL in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2021. 392 funds tracked by Wall St. Rank hold TOL as of Q2 2022.

  • Altium Wealth Management held 22,508 shares of Toll Brothers worth $1M as of Q2 2022.
  • Altium Wealth Management bought 1,253 Toll Brothers shares in Q2 2022, an estimated $58.6K.
  • Toll Brothers made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #159 holding.
  • Altium Wealth Management first reported a position in Toll Brothers in Q1 2021 and has held it in 6 quarters since.
  • Altium Wealth Management's Toll Brothers position peaked at $1.53M in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.