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Crewe Advisors’s Toll Brothers TOL Stock Holding History

Crewe 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
2023
Q4 		– Sell
-2
Closed -$148 – 674
2023
Q3 		$148 Hold
2
– – ﹤0.01% 478
2023
Q2 		$159 Buy
+2
New +$134 ﹤0.01% 757
2021
Q2 		– Sell
-100
Closed -$6K – 485
2021
Q1 		$6K Hold
100
– – ﹤0.01% 358
2020
Q4 		$4K Hold
100
– – ﹤0.01% 377
2020
Q3 		$5K Buy
+100
New +$4.04K ﹤0.01% 369

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Crewe Advisors's TOL Position: Q4 2023 in Review

Crewe Advisors sold out of Toll Brothers (TOL) in Q4 2023, closing a stake of 2 shares — an estimated $148 sold.

Crewe Advisors first reported a position in TOL in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q1 2021. 574 funds tracked by Wall St. Rank hold TOL as of Q4 2023.

  • Crewe Advisors reported no remaining Toll Brothers position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 2 Toll Brothers shares in Q4 2023, an estimated $148.
  • Crewe Advisors first reported a position in Toll Brothers in Q3 2020 and held it in 5 quarters.
  • Crewe Advisors's Toll Brothers position peaked at $6K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.