Cary Street Partners Investment Advisory’s Toll Brothers TOL Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-740	Closed	-$54.7K	–	1703
2023 Q3	$54.7K	Buy	740 +30	+4%	+$2.37K	﹤0.01%	843
2023 Q2	$56.1K	Hold	710	–	–	﹤0.01%	788
2023 Q1	$42.6K	Sell	710 -270	-28%	-$15.6K	﹤0.01%	786
2022 Q4	$48.9K	Buy	+980	New	+$45.1K	﹤0.01%	751
2020 Q4	–	Sell	-20	Closed	-$1K	–	819
2020 Q3	$1K	Buy	+20	New	+$809	﹤0.01%	960

Other funds holding TOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's TOL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Toll Brothers (TOL) in Q4 2023, closing a stake of 740 shares — an estimated $54.7K sold.

Cary Street Partners Investment Advisory first reported a position in TOL in Q3 2020 and held it in 5 quarters. The position peaked at $56.1K in Q2 2023. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Toll Brothers position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 740 Toll Brothers shares in Q4 2023, an estimated $54.7K.
Cary Street Partners Investment Advisory first reported a position in Toll Brothers in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Toll Brothers position peaked at $56.1K in Q2 2023.
574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.