IGWM
TOL icon

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

ICA 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
2024
Q2 		$16.1K Sell
140
-95
-40% -$11.5K 0.01% 401
2024
Q1 		$30.4K Buy
235
+140
+147% +$15.2K 0.01% 659
2023
Q4 		$9.77K Buy
+95
New +$7.92K ﹤0.01% 883
2023
Q3 		– Sell
-190
Closed -$15K – 1133
2023
Q2 		$15K Sell
190
-810
-81% -$54.4K ﹤0.01% 766
2023
Q1 		$60K Hold
1,000
– – 0.01% 446
2022
Q4 		$49.9K Buy
+1,000
New +$46K 0.01% 514

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

ICA Group Wealth Management's TOL Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Toll Brothers (TOL) stake by 40% in Q2 2024, selling an estimated $11.5K and leaving 140 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #401.

ICA Group Wealth Management first reported a position in TOL in Q4 2022 and has held it in 6 quarters since. The position peaked at $60K in Q1 2023. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • ICA Group Wealth Management held 140 shares of Toll Brothers worth $16.1K as of Q2 2024.
  • ICA Group Wealth Management sold 95 Toll Brothers shares in Q2 2024, an estimated $11.5K.
  • Toll Brothers made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #401 holding.
  • ICA Group Wealth Management first reported a position in Toll Brothers in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Toll Brothers position peaked at $60K in Q1 2023.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.