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Maltin Wealth Management’s Toll Brothers TOL Stock Holding History

Maltin 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
2021
Q2 		– Sell
-5,605
Closed -$318K – 111
2021
Q1 		$318K Buy
+5,605
New +$293K 0.21% 81

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Maltin Wealth Management's TOL Position: Q2 2021 in Review

Maltin Wealth Management sold out of Toll Brothers (TOL) in Q2 2021, closing a stake of 5,605 shares — an estimated $318K sold.

Maltin Wealth Management first reported a position in TOL in Q1 2021 and held it in 1 quarter. The position peaked at $318K in Q1 2021. 407 funds tracked by Wall St. Rank hold TOL as of Q2 2021.

  • Maltin Wealth Management reported no remaining Toll Brothers position as of Q2 2021 after selling out during the quarter.
  • Maltin Wealth Management sold 5,605 Toll Brothers shares in Q2 2021, an estimated $318K.
  • Maltin Wealth Management first reported a position in Toll Brothers in Q1 2021 and held it in 1 quarter.
  • Maltin Wealth Management's Toll Brothers position peaked at $318K in Q1 2021.
  • 407 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2021.

Based on Maltin Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.