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Paces Ferry Wealth Advisors’s Toll Brothers TOL Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-14
Closed -$1K – 1015
2020
Q3 		$1K Buy
+14
New +$566 ﹤0.01% 979

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Paces Ferry Wealth Advisors's TOL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Toll Brothers (TOL) in Q4 2020, closing a stake of 14 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in TOL in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 362 funds tracked by Wall St. Rank hold TOL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Toll Brothers position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 14 Toll Brothers shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Toll Brothers in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Toll Brothers position peaked at $1K in Q3 2020.
  • 362 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.