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Avitas Wealth Management’s Toll Brothers TOL Stock Holding History

Avitas 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
2018
Q4 		– Sell
-23,480
Closed -$776K – 183
2018
Q3 		$776K Buy
23,480
+1,837
+8% +$66.5K 0.22% 124
2018
Q2 		$801K Buy
+21,643
New +$886K 0.25% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avitas Wealth Management's TOL Position: Q4 2018 in Review

Avitas Wealth Management sold out of Toll Brothers (TOL) in Q4 2018, closing a stake of 23,480 shares — an estimated $776K sold.

Avitas Wealth Management first reported a position in TOL in Q2 2018 and held it in 2 quarters. The position peaked at $801K in Q2 2018. 383 funds tracked by Wall St. Rank hold TOL as of Q4 2018.

  • Avitas Wealth Management reported no remaining Toll Brothers position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 23,480 Toll Brothers shares in Q4 2018, an estimated $776K.
  • Avitas Wealth Management first reported a position in Toll Brothers in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Toll Brothers position peaked at $801K in Q2 2018.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.