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Glassman Wealth Services’s Toll Brothers TOL Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-386
Closed -$39.7K – 1665
2023
Q4 		$39.7K Hold
386
– – 0.01% 501
2023
Q3 		$28.5K Hold
386
– – ﹤0.01% 568
2023
Q2 		$30.5K Hold
386
– – ﹤0.01% 525
2023
Q1 		$23.2K Hold
386
– – ﹤0.01% 601
2022
Q4 		$19.3K Hold
386
– – ﹤0.01% 669
2022
Q3 		$16K Hold
386
– – ﹤0.01% 681
2022
Q2 		$17K Sell
386
-34
-8% -$1.59K ﹤0.01% 681
2022
Q1 		$20K Buy
420
+34
+9% +$1.91K ﹤0.01% 652
2021
Q4 		$28K Hold
386
– – 0.01% 528
2021
Q3 		$21K Hold
386
– – ﹤0.01% 574
2021
Q2 		$22K Buy
386
+375
+3,409% +$22.9K ﹤0.01% 553
2021
Q1 		$1K Hold
11
– – ﹤0.01% 1331
2020
Q4 		$0 Hold
11
– – ﹤0.01% 1516
2020
Q3 		$1K Hold
11
– – ﹤0.01% 1239
2020
Q2 		$0 Buy
11
+7
+175% +$191 ﹤0.01% 1532
2020
Q1 		$0 Sell
4
-18
-82% -$681 ﹤0.01% 1561
2019
Q4 		$1K Hold
22
– – ﹤0.01% 1047
2019
Q3 		$1K Hold
22
– – ﹤0.01% 928
2019
Q2 		$1K Hold
22
– – ﹤0.01% 939
2019
Q1 		$1K Hold
22
– – ﹤0.01% 901
2018
Q4 		$1K Buy
+22
New +$707 ﹤0.01% 692
2018
Q2 		– Sell
-6
Closed – – 958
2018
Q1 		$0 Buy
+6
New +$282 ﹤0.01% 923

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glassman Wealth Services's TOL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 386 shares — an estimated $39.7K sold.

Glassman Wealth Services first reported a position in TOL in Q1 2018 and held it in 22 quarters. The position peaked at $39.7K in Q4 2023. 644 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 386 Toll Brothers shares in Q1 2024, an estimated $39.7K.
  • Glassman Wealth Services first reported a position in Toll Brothers in Q1 2018 and held it in 22 quarters.
  • Glassman Wealth Services's Toll Brothers position peaked at $39.7K in Q4 2023.
  • 644 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.