LPWM
TOL icon

Lake Point Wealth Management’s Toll Brothers TOL Stock Holding History

Lake Point 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
2022
Q2 		$2K Hold
50
– – ﹤0.01% 342
2022
Q1 		$2K Hold
50
– – ﹤0.01% 350
2021
Q4 		$4K Hold
50
– – ﹤0.01% 286
2021
Q3 		$3K Hold
50
– – ﹤0.01% 296
2021
Q2 		$3K Buy
+50
New +$3.05K ﹤0.01% 307

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lake Point Wealth Management's TOL Position: Q2 2022 in Review

Lake Point Wealth Management held its Toll Brothers (TOL) position steady in Q2 2022 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Lake Point Wealth Management first reported a position in TOL in Q2 2021 and has held it in 5 quarters since. The position peaked at $4K in Q4 2021. 392 funds tracked by Wall St. Rank hold TOL as of Q2 2022.

  • Lake Point Wealth Management held 50 shares of Toll Brothers worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its Toll Brothers share count unchanged in Q2 2022.
  • Toll Brothers made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #342 holding.
  • Lake Point Wealth Management first reported a position in Toll Brothers in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Toll Brothers position peaked at $4K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.