Brewin Dolphin Wealth Management’s Toll Brothers TOL Stock Holding History

Brewin Dolphin 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
2022 Q2	$34K	Hold	770	–	–	﹤0.01%	213
2022 Q1	$36K	Hold	770	–	–	﹤0.01%	216
2021 Q4	$56K	Sell	770 -525	-41%	-$33.7K	0.01%	189
2021 Q3	$71.6K	Buy	1,295 +770	+147%	+$45.5K	0.01%	174
2021 Q2	$30.4K	Buy	525 +235	+81%	+$14.3K	﹤0.01%	233
2021 Q1	$16.5K	Buy	+290	New	+$15.2K	﹤0.01%	271
2020 Q3	–	Sell	-200	Closed	-$6.52K	–	315
2020 Q2	$6.52K	Buy	+200	New	+$5.47K	﹤0.01%	259

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Brewin Dolphin Wealth Management's TOL Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Toll Brothers (TOL) position steady in Q2 2022 at 770 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Brewin Dolphin Wealth Management first reported a position in TOL in Q2 2020 and has held it in 7 quarters since. The position peaked at $71.6K in Q3 2021. 392 funds tracked by Wall St. Rank hold TOL as of Q2 2022.

Brewin Dolphin Wealth Management held 770 shares of Toll Brothers worth $34K as of Q2 2022.
Brewin Dolphin Wealth Management left its Toll Brothers share count unchanged in Q2 2022.
Toll Brothers made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #213 holding.
Brewin Dolphin Wealth Management first reported a position in Toll Brothers in Q2 2020 and has held it in 7 quarters since.
Brewin Dolphin Wealth Management's Toll Brothers position peaked at $71.6K in Q3 2021.
392 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.