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Baystate Wealth Management’s Toll Brothers TOL Stock Holding History

Baystate 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
2021
Q1 		– Sell
-312
Closed -$14K – 829
2020
Q4 		$14K Hold
312
– – ﹤0.01% 400
2020
Q3 		$15K Buy
312
+1
+0.3% +$40 ﹤0.01% 349
2020
Q2 		$10K Buy
+311
New +$8.51K ﹤0.01% 396
2019
Q2 		– Sell
-80
Closed -$3K – 679
2019
Q1 		$3K Buy
+80
New +$2.88K ﹤0.01% 483

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Baystate Wealth Management's TOL Position: Q1 2021 in Review

Baystate Wealth Management sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 312 shares — an estimated $14K sold.

Baystate Wealth Management first reported a position in TOL in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q3 2020. 393 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

  • Baystate Wealth Management reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 312 Toll Brothers shares in Q1 2021, an estimated $14K.
  • Baystate Wealth Management first reported a position in Toll Brothers in Q1 2019 and held it in 4 quarters.
  • Baystate Wealth Management's Toll Brothers position peaked at $15K in Q3 2020.
  • 393 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.