Altus Wealth Group’s Toll Brothers TOL Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-92	Closed	-$4K	–	710
2020 Q4	$4K	Buy	+92	New	+$4.27K	﹤0.01%	703

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Altus Wealth Group's TOL Position: Q1 2021 in Review

Altus Wealth Group sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 92 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in TOL in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 392 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

Altus Wealth Group reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 92 Toll Brothers shares in Q1 2021, an estimated $4K.
Altus Wealth Group first reported a position in Toll Brothers in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Toll Brothers position peaked at $4K in Q4 2020.
392 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.