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Financial Architects (New Jersey)’s Toll Brothers TOL Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-485
Closed -$9K – 913
2020
Q1 		$9K Sell
485
-5,315
-92% -$201K ﹤0.01% 646
2019
Q4 		$229K Hold
5,800
– – 0.05% 226
2019
Q3 		$238K Sell
5,800
-395
-6% -$14.6K 0.06% 219
2019
Q2 		$227K Sell
6,195
-6,475
-51% -$242K 0.04% 231
2019
Q1 		$459K Buy
12,670
+10,655
+529% +$383K 0.08% 176
2018
Q4 		$66K Buy
2,015
+500
+33% +$16.1K 0.01% 494
2018
Q3 		$50K Buy
1,515
+1,500
+10,000% +$54.3K 0.01% 638
2018
Q2 		$1K Hold
15
– – ﹤0.01% 1291
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1362
2017
Q4 		$1K Hold
15
– – ﹤0.01% 1456
2017
Q3 		$1K Hold
15
– – ﹤0.01% 1458
2017
Q2 		$1K Hold
15
– – ﹤0.01% 1486
2017
Q1 		$1K Hold
15
– – ﹤0.01% 1532
2016
Q4 		$0 Sell
15
-1,700
-99% -$50.4K ﹤0.01% 1502
2016
Q3 		$51K Hold
1,715
– – 0.01% 568
2016
Q2 		$46K Buy
+1,715
New +$48.2K 0.01% 551
2015
Q3 		– Sell
-1,500
Closed -$57K – 847
2015
Q2 		$57K Hold
1,500
– – 0.02% 410
2015
Q1 		$59K Buy
+1,500
New +$54.8K 0.02% 376

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Architects (New Jersey)'s TOL Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Toll Brothers (TOL) in Q2 2020, closing a stake of 485 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in TOL in Q1 2015 and held it in 18 quarters. The position peaked at $459K in Q1 2019. 347 funds tracked by Wall St. Rank hold TOL as of Q2 2020.

  • Financial Architects (New Jersey) reported no remaining Toll Brothers position as of Q2 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 485 Toll Brothers shares in Q2 2020, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in Toll Brothers in Q1 2015 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s Toll Brothers position peaked at $459K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.