Delap Wealth Advisory’s Toll Brothers TOL Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-4,117	Closed	-$533K	–	273
2024 Q1	$533K	Buy	+4,117	New	+$448K	0.22%	70

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delap Wealth Advisory's TOL Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 4,117 shares — an estimated $533K sold.

Delap Wealth Advisory first reported a position in TOL in Q1 2024 and held it in 1 quarter. The position peaked at $533K in Q1 2024. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

Delap Wealth Advisory reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 4,117 Toll Brothers shares in Q2 2024, an estimated $533K.
Delap Wealth Advisory first reported a position in Toll Brothers in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Toll Brothers position peaked at $533K in Q1 2024.
659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.