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Financial Gravity Asset Management’s Toll Brothers TOL Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-34
Closed -$4.41K – 2353
2024
Q1 		$4.41K Buy
+34
New +$3.7K ﹤0.01% 885
2023
Q3 		– Sell
-79
Closed -$4.98K – 1743
2023
Q2 		$4.98K Buy
+79
New +$5.3K 0.01% 481

Other funds holding TOL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Asset Management's TOL Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 34 shares — an estimated $4.41K sold.

Financial Gravity Asset Management first reported a position in TOL in Q2 2023 and held it in 2 quarters. The position peaked at $4.98K in Q2 2023. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 34 Toll Brothers shares in Q2 2024, an estimated $4.41K.
  • Financial Gravity Asset Management first reported a position in Toll Brothers in Q2 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Toll Brothers position peaked at $4.98K in Q2 2023.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.