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Arete Wealth Advisors’s Toll Brothers TOL Stock Holding History

Arete Wealth Advisors’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
Q2 		– Sell
-1,147,291
Closed -$2.63M – 751
2023
Q1 		$2.63M Buy
1,147,291
+481,462
+72% +$27.8M 0.21% 95
2022
Q4 		$1.8B Buy
+665,829
New +$30.6M 0.16% 121
2016
Q1 		– Sell
-113,054
Closed -$3.77M – 161
2015
Q4 		$3.77M Buy
+113,054
New +$4.03M 2.28% 9

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arete Wealth Advisors's TOL Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Toll Brothers (TOL) in Q2 2023, closing a stake of 1,147,291 shares — an estimated $2.63M sold.

Arete Wealth Advisors first reported a position in TOL in Q4 2015 and held it in 3 quarters. The position peaked at $1.8B in Q4 2022. 515 funds tracked by Wall St. Rank hold TOL as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Toll Brothers position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,147,291 Toll Brothers shares in Q2 2023, an estimated $2.63M.
  • Arete Wealth Advisors first reported a position in Toll Brothers in Q4 2015 and held it in 3 quarters.
  • Arete Wealth Advisors's Toll Brothers position peaked at $1.8B in Q4 2022.
  • 515 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.