BDO Wealth Advisors’s Toll Brothers TOL Stock Holding History

BDO 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
2023 Q2	$51K	Buy	645 +295	+84%	+$19.8K	0.01%	431
2023 Q1	$21K	Hold	350	–	–	﹤0.01%	576
2022 Q4	$17.5K	Hold	350	–	–	﹤0.01%	598
2022 Q3	$15K	Hold	350	–	–	﹤0.01%	634
2022 Q2	$16K	Hold	350	–	–	﹤0.01%	608
2022 Q1	$16K	Hold	350	–	–	﹤0.01%	643
2021 Q4	$25K	Hold	350	–	–	﹤0.01%	581
2021 Q3	$19K	Hold	350	–	–	﹤0.01%	627
2021 Q2	$20K	Hold	350	–	–	﹤0.01%	628
2021 Q1	$20K	Buy	+350	New	+$18.3K	﹤0.01%	620
2020 Q4	–	Sell	-69	Closed	-$3K	–	997
2020 Q3	$3K	Buy	+69	New	+$2.79K	﹤0.01%	652
2019 Q1	–	Sell	-350	Closed	-$12K	–	666
2018 Q4	$12K	Hold	350	–	–	﹤0.01%	396
2018 Q3	$12K	Hold	350	–	–	﹤0.01%	442
2018 Q2	$13K	Buy	+350	New	+$14.3K	﹤0.01%	436

Other funds holding TOL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BDO Wealth Advisors's TOL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Toll Brothers (TOL) stake by 84% in Q2 2023, buying an estimated $19.8K and bringing the position to 645 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #431.

BDO Wealth Advisors first reported a position in TOL in Q2 2018 and has held it in 14 quarters since. 515 funds tracked by Wall St. Rank hold TOL as of Q2 2023.

BDO Wealth Advisors held 645 shares of Toll Brothers worth $51K as of Q2 2023.
BDO Wealth Advisors bought 295 Toll Brothers shares in Q2 2023, an estimated $19.8K.
Toll Brothers made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #431 holding.
BDO Wealth Advisors first reported a position in Toll Brothers in Q2 2018 and has held it in 14 quarters since.
515 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.