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Garrett Wealth Advisory Group’s Toll Brothers TOL Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-75
Closed -$3.08K – 586
2019
Q3 		$3.08K Buy
+75
New +$2.77K ﹤0.01% 457

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Garrett Wealth Advisory Group's TOL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Toll Brothers (TOL) in Q4 2019, closing a stake of 75 shares — an estimated $3.08K sold.

Garrett Wealth Advisory Group first reported a position in TOL in Q3 2019 and held it in 1 quarter. The position peaked at $3.08K in Q3 2019. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Toll Brothers position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 75 Toll Brothers shares in Q4 2019, an estimated $3.08K.
  • Garrett Wealth Advisory Group first reported a position in Toll Brothers in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Toll Brothers position peaked at $3.08K in Q3 2019.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.