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Cornerstone Wealth Group’s Toll Brothers TOL Stock Holding History

Cornerstone Wealth Group’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
2020
Q1 		– Sell
-36,265
Closed -$1.43M – 156
2019
Q4 		$1.43M Buy
36,265
+1,152
+3% +$46K 0.39% 77
2019
Q3 		$1.44M Buy
35,113
+808
+2% +$29.8K 0.36% 75
2019
Q2 		$1.26M Buy
34,305
+9,540
+39% +$356K 0.34% 87
2019
Q1 		$896K Buy
+24,765
New +$890K 0.23% 94

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Cornerstone Wealth Group's TOL Position: Q1 2020 in Review

Cornerstone Wealth Group sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 36,265 shares — an estimated $1.43M sold.

Cornerstone Wealth Group first reported a position in TOL in Q1 2019 and held it in 4 quarters. The position peaked at $1.44M in Q3 2019. 314 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

  • Cornerstone Wealth Group reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Wealth Group sold 36,265 Toll Brothers shares in Q1 2020, an estimated $1.43M.
  • Cornerstone Wealth Group first reported a position in Toll Brothers in Q1 2019 and held it in 4 quarters.
  • Cornerstone Wealth Group's Toll Brothers position peaked at $1.44M in Q3 2019.
  • 314 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on Cornerstone Wealth Group's 13F filing for Q1 2020, filed 6 May 2020.