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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 $6.73T AUM 46.02% 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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clarus Wealth Advisors's TOL Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 1,426 shares — an estimated $215K sold.

Clarus Wealth Advisors first reported a position in TOL in Q2 2018 and held it in 6 quarters. The position peaked at $215K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,426 Toll Brothers shares in Q4 2024, an estimated $215K.
  • Clarus Wealth Advisors first reported a position in Toll Brothers in Q2 2018 and held it in 6 quarters.
  • Clarus Wealth Advisors's Toll Brothers position peaked at $215K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.