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Atlas Private Wealth Advisors’s Toll Brothers TOL Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-200
Closed -$11K – 939
2021
Q1 		$11K Buy
+200
New +$10.5K 0.01% 488

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Atlas Private Wealth Advisors's TOL Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Toll Brothers (TOL) in Q2 2021, closing a stake of 200 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in TOL in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 407 funds tracked by Wall St. Rank hold TOL as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Toll Brothers position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 200 Toll Brothers shares in Q2 2021, an estimated $11K.
  • Atlas Private Wealth Advisors first reported a position in Toll Brothers in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Toll Brothers position peaked at $11K in Q1 2021.
  • 407 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.