Innealta Capital’s Toll Brothers TOL Stock Holding History

Innealta Capital’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 Q3	–	Sell	-72	Closed	-$8.29K	–	1540
2024 Q2	$8.29K	Buy	+72	New	+$8.71K	﹤0.01%	855

Other funds holding TOL

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Innealta Capital's TOL Position: Q3 2024 in Review

Innealta Capital sold out of Toll Brothers (TOL) in Q3 2024, closing a stake of 72 shares — an estimated $8.29K sold.

Innealta Capital first reported a position in TOL in Q2 2024 and held it in 1 quarter. The position peaked at $8.29K in Q2 2024. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

Innealta Capital reported no remaining Toll Brothers position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 72 Toll Brothers shares in Q3 2024, an estimated $8.29K.
Innealta Capital first reported a position in Toll Brothers in Q2 2024 and held it in 1 quarter.
Innealta Capital's Toll Brothers position peaked at $8.29K in Q2 2024.
718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.