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Evermay Wealth Management’s Toll Brothers TOL Stock Holding History

Evermay 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
Q3 		– Sell
-100
Closed -$6K – 526
2021
Q2 		$6K Buy
+100
New +$6.09K ﹤0.01% 438

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Evermay Wealth Management's TOL Position: Q3 2021 in Review

Evermay Wealth Management sold out of Toll Brothers (TOL) in Q3 2021, closing a stake of 100 shares — an estimated $6K sold.

Evermay Wealth Management first reported a position in TOL in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 405 funds tracked by Wall St. Rank hold TOL as of Q3 2021.

  • Evermay Wealth Management reported no remaining Toll Brothers position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 100 Toll Brothers shares in Q3 2021, an estimated $6K.
  • Evermay Wealth Management first reported a position in Toll Brothers in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's Toll Brothers position peaked at $6K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.