Capital Financial Services’s Toll Brothers TOL Stock Holding History

Capital Financial Services’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 Q4	$230K	Sell	4,600 -200	-4%	-$9.2K	0.32%	68
2022 Q3	$202K	Sell	4,800 -200	-4%	-$9.27K	0.3%	71
2022 Q2	$223K	Sell	5,000 -300	-6%	-$14K	0.31%	67
2022 Q1	$249K	Sell	5,300 -200	-4%	-$11.2K	0.29%	65
2021 Q4	$398K	Hold	5,500	–	–	0.43%	54
2021 Q3	$304K	Hold	5,500	–	–	0.37%	63
2021 Q2	$318K	Hold	5,500	–	–	0.4%	52
2021 Q1	$312K	Hold	5,500	–	–	0.42%	50
2020 Q4	$239K	Buy	+5,500	New	+$255K	0.33%	55

Other funds holding TOL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Capital Financial Services's TOL Position: Q4 2022 in Review

Capital Financial Services reduced its Toll Brothers (TOL) stake by 4.2% in Q4 2022, selling an estimated $9.2K and leaving 4,600 shares worth $230K. The position accounts for 0.32% of the portfolio, ranked #68.

Capital Financial Services first reported a position in TOL in Q4 2020 and has held it in 9 quarters since. The position peaked at $398K in Q4 2021. 427 funds tracked by Wall St. Rank hold TOL as of Q4 2022.

Capital Financial Services held 4,600 shares of Toll Brothers worth $230K as of Q4 2022.
Capital Financial Services sold 200 Toll Brothers shares in Q4 2022, an estimated $9.2K.
Toll Brothers made up 0.32% of Capital Financial Services's portfolio in Q4 2022, its #68 holding.
Capital Financial Services first reported a position in Toll Brothers in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's Toll Brothers position peaked at $398K in Q4 2021.
427 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.