AWE
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Avidian Wealth Enterprises’s Toll Brothers TOL Stock Holding History

Avidian Wealth Enterprises’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
2024
Q3 		– Sell
-10,000
Closed -$1.15M – 534
2024
Q2 		$1.15M Hold
10,000
– – 0.05% 168
2024
Q1 		$1.29M Buy
+10,000
New +$1.09M 0.06% 136

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avidian Wealth Enterprises's TOL Position: Q1 2019 in Review

Avidian Wealth Enterprises sold out of Toll Brothers (TOL) in Q1 2019, closing a stake of 35,502 shares — an estimated $1.17M sold.

Avidian Wealth Enterprises first reported a position in TOL in Q3 2018 and held it in 2 quarters. The position peaked at $1.17M in Q4 2018. 401 funds tracked by Wall St. Rank hold TOL as of Q1 2019.

  • Avidian Wealth Enterprises reported no remaining Toll Brothers position as of Q1 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 35,502 Toll Brothers shares in Q1 2019, an estimated $1.17M.
  • Avidian Wealth Enterprises first reported a position in Toll Brothers in Q3 2018 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Toll Brothers position peaked at $1.17M in Q4 2018.
  • 401 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2019, filed 15 May 2019.