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Global Wealth Management Investment Advisory’s Toll Brothers TOL Stock Holding History

Global Wealth Management Investment Advisory’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
-900
Closed -$92.5K – 405
2023
Q4 		$92.5K Sell
900
-50
-5% -$4.17K 0.02% 156
2023
Q3 		$70.3K Hold
950
– – 0.02% 175
2023
Q2 		$75.1K Buy
+950
New +$63.7K 0.02% 173
2022
Q3 		– Sell
-1,350
Closed -$60K – 442
2022
Q2 		$60K Hold
1,350
– – 0.02% 168
2022
Q1 		$63K Buy
1,350
+400
+42% +$22.4K 0.02% 176
2021
Q4 		$69K Sell
950
-2,750
-74% -$177K 0.02% 174
2021
Q3 		$205K Buy
3,700
+250
+7% +$14.8K 0.06% 136
2021
Q2 		$199K Hold
3,450
– – 0.07% 128
2021
Q1 		$196K Hold
3,450
– – 0.07% 117
2020
Q4 		$150K Hold
3,450
– – 0.06% 120
2020
Q3 		$168K Hold
3,450
– – 0.07% 109
2020
Q2 		$112K Hold
3,450
– – 0.05% 143
2020
Q1 		$66K Buy
3,450
+800
+30% +$30.3K 0.03% 156
2019
Q4 		$105K Hold
2,650
– – 0.04% 144
2019
Q3 		$109K Sell
2,650
-200
-7% -$7.38K 0.05% 128
2019
Q2 		$104K Sell
2,850
-270
-9% -$10.1K 0.05% 137
2019
Q1 		$113K Hold
3,120
– – 0.06% 151
2018
Q4 		$103K Buy
+3,120
New +$100K 0.06% 173

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's TOL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 900 shares — an estimated $92.5K sold.

Global Wealth Management Investment Advisory first reported a position in TOL in Q4 2018 and held it in 18 quarters. The position peaked at $205K in Q3 2021. 645 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 900 Toll Brothers shares in Q1 2024, an estimated $92.5K.
  • Global Wealth Management Investment Advisory first reported a position in Toll Brothers in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Toll Brothers position peaked at $205K in Q3 2021.
  • 645 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.