HBW Advisory Services’s Toll Brothers TOL Stock Holding History

HBW Advisory 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
2022 Q2	–	Sell	-4,858	Closed	-$228K	–	251
2022 Q1	$228K	Sell	4,858 -2,572	-35%	-$144K	0.08%	194
2021 Q4	$538K	Sell	7,430 -135	-2%	-$8.68K	0.12%	158
2021 Q3	$418K	Buy	+7,565	New	+$447K	0.11%	177

Other funds holding TOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

HBW Advisory Services's TOL Position: Q2 2022 in Review

HBW Advisory Services sold out of Toll Brothers (TOL) in Q2 2022, closing a stake of 4,858 shares — an estimated $228K sold.

HBW Advisory Services first reported a position in TOL in Q3 2021 and held it in 3 quarters. The position peaked at $538K in Q4 2021. 392 funds tracked by Wall St. Rank hold TOL as of Q2 2022.

HBW Advisory Services reported no remaining Toll Brothers position as of Q2 2022 after selling out during the quarter.
HBW Advisory Services sold 4,858 Toll Brothers shares in Q2 2022, an estimated $228K.
HBW Advisory Services first reported a position in Toll Brothers in Q3 2021 and held it in 3 quarters.
HBW Advisory Services's Toll Brothers position peaked at $538K in Q4 2021.
392 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2022.

Based on HBW Advisory Services's 13F filing for Q2 2022, filed 13 Jul 2022.