KPW
TOL icon

Kore Private Wealth’s Toll Brothers TOL Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,200
Closed -$39K – 1010
2020
Q2 		$39K Hold
1,200
– – 0.01% 514
2020
Q1 		$23K Sell
1,200
-600
-33% -$22.7K 0.01% 569
2019
Q4 		$71K Buy
+1,800
New +$71.9K 0.01% 429
2019
Q2 		– Sell
-1,800
Closed -$65K – 733
2019
Q1 		$65K Buy
1,800
+200
+13% +$7.19K 0.01% 340
2018
Q4 		$53K Buy
+1,600
New +$51.4K 0.01% 361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kore Private Wealth's TOL Position: Q3 2020 in Review

Kore Private Wealth sold out of Toll Brothers (TOL) in Q3 2020, closing a stake of 1,200 shares — an estimated $39K sold.

Kore Private Wealth first reported a position in TOL in Q4 2018 and held it in 5 quarters. The position peaked at $71K in Q4 2019. 371 funds tracked by Wall St. Rank hold TOL as of Q3 2020.

  • Kore Private Wealth reported no remaining Toll Brothers position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,200 Toll Brothers shares in Q3 2020, an estimated $39K.
  • Kore Private Wealth first reported a position in Toll Brothers in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Toll Brothers position peaked at $71K in Q4 2019.
  • 371 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.