GSWM
TOL icon

Golden State Wealth Management’s Toll Brothers TOL Stock Holding History

Golden State Wealth Management’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
2021
Q4 		– Sell
-200
Closed -$11K – 373
2021
Q3 		$11K Buy
+200
New +$11.8K ﹤0.01% 300

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Golden State Wealth Management's TOL Position: Q4 2021 in Review

Golden State Wealth Management sold out of Toll Brothers (TOL) in Q4 2021, closing a stake of 200 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in TOL in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 453 funds tracked by Wall St. Rank hold TOL as of Q4 2021.

  • Golden State Wealth Management reported no remaining Toll Brothers position as of Q4 2021 after selling out during the quarter.
  • Golden State Wealth Management sold 200 Toll Brothers shares in Q4 2021, an estimated $11K.
  • Golden State Wealth Management first reported a position in Toll Brothers in Q3 2021 and held it in 1 quarter.
  • Golden State Wealth Management's Toll Brothers position peaked at $11K in Q3 2021.
  • 453 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2021.

Based on Golden State Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.