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ARS Wealth Advisors Group’s Toll Brothers TOL Stock Holding History

ARS Wealth Advisors 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
2022
Q1 		– Sell
-3,000
Closed -$217K – 144
2021
Q4 		$217K Buy
+3,000
New +$193K 0.04% 135

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ARS Wealth Advisors Group's TOL Position: Q1 2022 in Review

ARS Wealth Advisors Group sold out of Toll Brothers (TOL) in Q1 2022, closing a stake of 3,000 shares — an estimated $217K sold.

ARS Wealth Advisors Group first reported a position in TOL in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 414 funds tracked by Wall St. Rank hold TOL as of Q1 2022.

  • ARS Wealth Advisors Group reported no remaining Toll Brothers position as of Q1 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 3,000 Toll Brothers shares in Q1 2022, an estimated $217K.
  • ARS Wealth Advisors Group first reported a position in Toll Brothers in Q4 2021 and held it in 1 quarter.
  • ARS Wealth Advisors Group's Toll Brothers position peaked at $217K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2022, filed 12 May 2022.