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Financial Synergies Wealth Advisors’s Toll Brothers TOL Stock Holding History

Financial Synergies Wealth Advisors’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
-559
Closed -$72.3K – 431
2024
Q1 		$72.3K Buy
559
+8
+1% +$870 0.01% 110
2023
Q4 		$27.5K Sell
551
-5
-0.9% -$417 ﹤0.01% 119
2023
Q3 		$41.1K Buy
556
+1
+0.2% +$79 0.01% 121
2023
Q2 		$43.9K Buy
555
+2
+0.4% +$134 0.01% 115
2023
Q1 		$33.2K Buy
553
+2
+0.4% +$115 ﹤0.01% 136
2022
Q4 		$27.5K Buy
551
+3
+0.5% +$138 ﹤0.01% 119
2022
Q3 		$23K Buy
548
+2
+0.4% +$93 ﹤0.01% 123
2022
Q2 		$24.4K Buy
+546
New +$25.5K ﹤0.01% 128

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 Synergies Wealth Advisors's TOL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Toll Brothers (TOL) in Q2 2024, closing a stake of 559 shares — an estimated $72.3K sold.

Financial Synergies Wealth Advisors first reported a position in TOL in Q2 2022 and held it in 8 quarters. The position peaked at $72.3K in Q1 2024. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Toll Brothers position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 559 Toll Brothers shares in Q2 2024, an estimated $72.3K.
  • Financial Synergies Wealth Advisors first reported a position in Toll Brothers in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Toll Brothers position peaked at $72.3K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.