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Carolinas Wealth Consulting’s Toll Brothers TOL Stock Holding History

Carolinas Wealth Consulting’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
2024
Q2 		– Sell
-100
Closed -$13K – 1078
2024
Q1 		$13K Hold
100
– – ﹤0.01% 530
2023
Q4 		$10.3K Buy
+100
New +$8.33K ﹤0.01% 536

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's TOL Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 100 shares — an estimated $13K sold.

Carolinas Wealth Consulting first reported a position in TOL in Q4 2023 and held it in 2 quarters. The position peaked at $13K in Q1 2024. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 100 Toll Brothers shares in Q2 2024, an estimated $13K.
  • Carolinas Wealth Consulting first reported a position in Toll Brothers in Q4 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Toll Brothers position peaked at $13K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.