CastleKeep Investment Advisors
TOL icon

CastleKeep Investment Advisors’s Toll Brothers TOL Stock Holding History

CastleKeep Investment 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
2024
Q4 		– Sell
-7,669
Closed -$1.18M – 113
2024
Q3 		$1.18M Buy
7,669
+86
+1% +$11.7K 0.81% 44
2024
Q2 		$873K Sell
7,583
-291
-4% -$35.2K 0.67% 72
2024
Q1 		$1.02M Sell
7,874
-2,824
-26% -$307K 0.73% 45
2023
Q4 		$1.1M Buy
+10,698
New +$891K 0.78% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CastleKeep Investment Advisors's TOL Position: Q4 2024 in Review

CastleKeep Investment Advisors sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 7,669 shares — an estimated $1.18M sold.

CastleKeep Investment Advisors first reported a position in TOL in Q4 2023 and held it in 4 quarters. The position peaked at $1.18M in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • CastleKeep Investment Advisors reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 7,669 Toll Brothers shares in Q4 2024, an estimated $1.18M.
  • CastleKeep Investment Advisors first reported a position in Toll Brothers in Q4 2023 and held it in 4 quarters.
  • CastleKeep Investment Advisors's Toll Brothers position peaked at $1.18M in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.