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Connectus Wealth’s Toll Brothers TOL Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-7,400
Closed -$761K – 508
2023
Q4 		$761K Sell
7,400
-2,980
-29% -$248K 0.02% 372
2023
Q3 		$768K Hold
10,380
– – 0.02% 351
2023
Q2 		$821K Sell
10,380
-1,880
-15% -$126K 0.02% 300
2023
Q1 		$736K Hold
12,260
– – 0.02% 306
2022
Q4 		$612K Sell
12,260
-2,600
-17% -$120K 0.01% 325
2022
Q3 		$624K Hold
14,860
– – 0.01% 380
2022
Q2 		$663K Sell
14,860
-1,378
-8% -$64.5K 0.02% 313
2022
Q1 		$1.18M Hold
16,238
– – 0.04% 223
2021
Q4 		$1.18M Buy
+16,238
New +$1.04M 0.05% 207

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth's TOL Position: Q1 2024 in Review

Connectus Wealth sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 7,400 shares — an estimated $761K sold.

Connectus Wealth first reported a position in TOL in Q4 2021 and held it in 9 quarters. The position peaked at $1.18M in Q1 2022. 645 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Connectus Wealth reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 7,400 Toll Brothers shares in Q1 2024, an estimated $761K.
  • Connectus Wealth first reported a position in Toll Brothers in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Toll Brothers position peaked at $1.18M in Q1 2022.
  • 645 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.