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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
2017
Q1 		– Sell
-20
Closed -$15K – 1631
2016
Q4 		$15K Sell
20
-1,980
-99% -$58.7K ﹤0.01% 915
2016
Q3 		$13K Hold
2,000
– – ﹤0.01% 950
2016
Q2 		$11K Buy
+2,000
New +$56.2K ﹤0.01% 957

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 $3.37T AUM 44.26% 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.