Endurance Wealth Management’s Toll Brothers TOL Stock Holding History

Endurance Wealth Management’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
2021 Q1	–	Sell	-200	Closed	-$9K	–	670
2020 Q4	$9K	Sell	200 -250	-56%	-$11.6K	﹤0.01%	507
2020 Q3	$22K	Hold	450	–	–	﹤0.01%	385
2020 Q2	$15K	Hold	450	–	–	﹤0.01%	431
2020 Q1	$9K	Hold	450	–	–	﹤0.01%	437
2019 Q4	$18K	Sell	450 -100	-18%	-$4K	﹤0.01%	370
2019 Q3	$23K	Hold	550	–	–	﹤0.01%	349
2019 Q2	$20K	Hold	550	–	–	﹤0.01%	338
2019 Q1	$20K	Hold	550	–	–	﹤0.01%	331
2018 Q4	$18K	Hold	550	–	–	﹤0.01%	325
2018 Q3	$18K	Hold	550	–	–	﹤0.01%	352
2018 Q2	$20K	Hold	550	–	–	﹤0.01%	348
2018 Q1	$24K	Hold	550	–	–	﹤0.01%	345
2017 Q4	$26K	Hold	550	–	–	﹤0.01%	325
2017 Q3	$23K	Hold	550	–	–	﹤0.01%	333
2017 Q2	$22K	Hold	550	–	–	﹤0.01%	344
2017 Q1	$20K	Hold	550	–	–	﹤0.01%	352
2016 Q4	$17K	Hold	550	–	–	﹤0.01%	355
2016 Q3	$16K	Sell	550 -1,350	-71%	-$39K	﹤0.01%	363
2016 Q2	$51K	Sell	1,900 -250	-12%	-$7.03K	0.01%	258
2016 Q1	$63K	Sell	2,150 -800	-27%	-$22.4K	0.01%	243
2015 Q4	$98K	Hold	2,950	–	–	0.02%	216
2015 Q3	$109K	Hold	2,950	–	–	0.02%	214
2015 Q2	$113K	Buy	+2,950	New	+$110K	0.02%	207
2013 Q4	–	Sell	-7,725	Closed	-$250K	–	163
2013 Q3	$250K	Sell	7,725 -1,650	-18%	-$53.4K	0.05%	134
2013 Q2	$305K	Buy	+9,375	New	+$317K	0.07%	130

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Endurance Wealth Management's TOL Position: Q1 2021 in Review

Endurance Wealth Management sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

Endurance Wealth Management first reported a position in TOL in Q2 2013 and held it in 25 quarters. The position peaked at $305K in Q2 2013. 393 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

Endurance Wealth Management reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
Endurance Wealth Management sold 200 Toll Brothers shares in Q1 2021, an estimated $9K.
Endurance Wealth Management first reported a position in Toll Brothers in Q2 2013 and held it in 25 quarters.
Endurance Wealth Management's Toll Brothers position peaked at $305K in Q2 2013.
393 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Endurance Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.