KPW
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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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return