HFA
TOL icon

HC Financial Advisors’s Toll Brothers TOL Stock Holding History

HC Financial Advisors’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
Q3 		– Sell
-300
Closed -$17K – 360
2021
Q2 		$17K Hold
300
– – 0.01% 206
2021
Q1 		$17K Hold
300
– – 0.01% 207
2020
Q4 		$13K Hold
300
– – 0.01% 241
2020
Q3 		$15K Hold
300
– – 0.01% 210
2020
Q2 		$10K Hold
300
– – 0.01% 243
2020
Q1 		$6K Buy
+300
New +$11.4K 0.01% 287

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HC Financial Advisors's TOL Position: Q3 2021 in Review

HC Financial Advisors sold out of Toll Brothers (TOL) in Q3 2021, closing a stake of 300 shares — an estimated $17K sold.

HC Financial Advisors first reported a position in TOL in Q1 2020 and held it in 6 quarters. The position peaked at $17K in Q2 2021. 406 funds tracked by Wall St. Rank hold TOL as of Q3 2021.

  • HC Financial Advisors reported no remaining Toll Brothers position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 300 Toll Brothers shares in Q3 2021, an estimated $17K.
  • HC Financial Advisors first reported a position in Toll Brothers in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Toll Brothers position peaked at $17K in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.