HGWM
TOL icon

Harvest Group Wealth Management’s Toll Brothers TOL Stock Holding History

Harvest Group 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
Q1 		– Sell
-23
Closed -$1K – 652
2020
Q4 		$1K Hold
23
– – ﹤0.01% 566
2020
Q3 		$1K Hold
23
– – ﹤0.01% 521
2020
Q2 		$0 Hold
23
– – ﹤0.01% 842
2020
Q1 		$0 Buy
+23
New +$870 ﹤0.01% 991
2019
Q4 		– Sell
-29
Closed -$1K – 1042
2019
Q3 		$1K Buy
+29
New +$1.07K ﹤0.01% 932

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Harvest Group Wealth Management's TOL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 23 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TOL in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 393 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 23 Toll Brothers shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Toll Brothers in Q3 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Toll Brothers position peaked at $1K in Q4 2020.
  • 393 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.