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Clarus Wealth Advisors’s Toll Brothers TOL Stock Holding History

Clarus Wealth 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
-1,426
Closed -$215K – 139
2024
Q3 		$215K Buy
+1,426
New +$193K 0.11% 124
2019
Q3 		– Sell
-102
Closed -$4K – 504
2019
Q2 		$4K Hold
102
– – ﹤0.01% 524
2019
Q1 		$4K Buy
102
+1
+1% +$36 ﹤0.01% 617
2018
Q4 		$3K Hold
101
– – ﹤0.01% 628
2018
Q3 		$3K Buy
101
+1
+1% +$36 ﹤0.01% 662
2018
Q2 		$4K Buy
+100
New +$4.1K ﹤0.01% 654

Other funds holding TOL

BlackRock
BlackRock New York $5.7T 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