Avior Wealth Management’s Toll Brothers TOL Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-2,639	Closed	-$332K	–	2198
2024 Q4	$332K	Sell	2,639 -757	-22%	-$112K	0.01%	567
2024 Q3	$525K	Buy	3,396 +3,328	+4,894%	+$451K	0.02%	438
2024 Q2	$7.83K	Sell	68 -39	-36%	-$4.72K	﹤0.01%	1587
2024 Q1	$13.8K	Buy	107 +39	+57%	+$4.24K	﹤0.01%	1751
2023 Q4	$6.99K	Sell	68 -18	-21%	-$1.5K	﹤0.01%	1058
2023 Q3	$6.36K	Hold	86	–	–	﹤0.01%	1122
2023 Q2	$6.8K	Hold	86	–	–	﹤0.01%	1094
2023 Q1	$5.16K	Buy	+86	New	+$4.96K	﹤0.01%	1191
2018 Q3	–	Sell	-200	Closed	-$7K	–	771
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	622
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	593
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	594
2017 Q3	$8K	Hold	200	–	–	﹤0.01%	354
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	332
2017 Q1	$7K	Buy	+200	New	+$6.67K	﹤0.01%	388

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's TOL Position: Q1 2025 in Review

Avior Wealth Management sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 2,639 shares — an estimated $332K sold.

Avior Wealth Management first reported a position in TOL in Q1 2017 and held it in 14 quarters. The position peaked at $525K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

Avior Wealth Management reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2,639 Toll Brothers shares in Q1 2025, an estimated $332K.
Avior Wealth Management first reported a position in Toll Brothers in Q1 2017 and held it in 14 quarters.
Avior Wealth Management's Toll Brothers position peaked at $525K in Q3 2024.
661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.