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Janiczek Wealth Management’s Toll Brothers TOL Stock Holding History

Janiczek 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 		$807 Hold
7
– – ﹤0.01% 951
2024
Q1 		$906 Buy
+7
New +$762 ﹤0.01% 954
2022
Q2 		– Sell
-100
Closed -$5K – 1070
2022
Q1 		$5K Hold
100
– – ﹤0.01% 674
2021
Q4 		$7K Hold
100
– – ﹤0.01% 651
2021
Q3 		$6K Hold
100
– – ﹤0.01% 672
2021
Q2 		$6K Hold
100
– – ﹤0.01% 646
2021
Q1 		$6K Hold
100
– – ﹤0.01% 624
2020
Q4 		$4K Buy
+100
New +$4.64K ﹤0.01% 639

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

Janiczek Wealth Management's TOL Position: Q2 2024 in Review

Janiczek Wealth Management held its Toll Brothers (TOL) position steady in Q2 2024 at 7 shares worth $807. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Janiczek Wealth Management first reported a position in TOL in Q4 2020 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 659 funds tracked by Wall St. Rank hold TOL as of Q2 2024.

  • Janiczek Wealth Management held 7 shares of Toll Brothers worth $807 as of Q2 2024.
  • Janiczek Wealth Management left its Toll Brothers share count unchanged in Q2 2024.
  • Toll Brothers made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #951 holding.
  • Janiczek Wealth Management first reported a position in Toll Brothers in Q4 2020 and has held it in 8 quarters since.
  • Janiczek Wealth Management's Toll Brothers position peaked at $7K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.