FinTrust Capital Advisors’s Toll Brothers TOL Stock Holding History

FinTrust Capital 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 Q3	$47.7K	Hold	309	–	–	0.01%	581
2024 Q2	$35.6K	Buy	309 +59	+24%	+$7.14K	0.01%	632
2024 Q1	$32.3K	Hold	250	–	–	0.01%	649
2023 Q4	$25.7K	Hold	250	–	–	0.01%	650
2023 Q3	$18.5K	Hold	250	–	–	﹤0.01%	671
2023 Q2	$12.5K	Hold	250	–	–	﹤0.01%	734
2023 Q1	$12.5K	Hold	250	–	–	﹤0.01%	731
2022 Q4	$12.5K	Hold	250	–	–	﹤0.01%	728
2022 Q3	$11K	Hold	250	–	–	﹤0.01%	857
2022 Q2	$13K	Hold	250	–	–	﹤0.01%	826
2022 Q1	$12K	Hold	250	–	–	﹤0.01%	902
2021 Q4	$18K	Buy	+250	New	+$16.1K	﹤0.01%	776
2019 Q1	–	Sell	-636	Closed	-$21K	–	1345
2018 Q4	$21K	Buy	+636	New	+$20.4K	0.01%	590

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FinTrust Capital Advisors's TOL Position: Q3 2024 in Review

FinTrust Capital Advisors held its Toll Brothers (TOL) position steady in Q3 2024 at 309 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #581.

FinTrust Capital Advisors first reported a position in TOL in Q4 2018 and has held it in 13 quarters since. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

FinTrust Capital Advisors held 309 shares of Toll Brothers worth $47.7K as of Q3 2024.
FinTrust Capital Advisors left its Toll Brothers share count unchanged in Q3 2024.
Toll Brothers made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #581 holding.
FinTrust Capital Advisors first reported a position in Toll Brothers in Q4 2018 and has held it in 13 quarters since.
718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.