JP Morgan Private Wealth Advisors’s Toll Brothers TOL Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.33M	Sell	17,951 -6,523	-27%	-$515K	﹤0.01%	881
2023 Q2	$1.94M	Sell	24,474 -52,963	-68%	-$3.55M	0.01%	573
2023 Q1	$4.65M	Buy	+77,437	New	+$4.47M	0.01%	604
2021 Q4	–	Sell	-76,514	Closed	-$4.23M	–	2043
2021 Q3	$4.23M	Buy	76,514 +9,479	+14%	+$561K	0.01%	634
2021 Q2	$3.88M	Buy	67,035 +13,677	+26%	+$834K	0.01%	653
2021 Q1	$3.03M	Buy	+53,358	New	+$2.79M	0.01%	641

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TOL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Toll Brothers (TOL) stake by 27% in Q3 2023, selling an estimated $515K and leaving 17,951 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #881.

JP Morgan Private Wealth Advisors first reported a position in TOL in Q1 2021 and has held it in 6 quarters since. The position peaked at $4.65M in Q1 2023. 516 funds tracked by Wall St. Rank hold TOL as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,951 shares of Toll Brothers worth $1.33M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 6,523 Toll Brothers shares in Q3 2023, an estimated $515K.
Toll Brothers made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #881 holding.
JP Morgan Private Wealth Advisors first reported a position in Toll Brothers in Q1 2021 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Toll Brothers position peaked at $4.65M in Q1 2023.
516 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.