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Panoramic Investment Advisors’s Toll Brothers TOL Stock Holding History

Panoramic Investment 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
2024
Q4 		– Sell
-1,350
Closed -$209K – 126
2024
Q3 		$209K Buy
+1,350
New +$183K 0.14% 111
2024
Q1 		$246K Sell
1,900
-4,300
-69% -$468K 0.18% 102
2023
Q4 		$637K Buy
6,200
+100
+2% +$8.33K 0.55% 48
2023
Q3 		$451K Buy
+6,100
New +$482K 0.41% 58

Other funds holding TOL

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Panoramic Investment Advisors's TOL Position: Q4 2024 in Review

Panoramic Investment Advisors sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 1,350 shares — an estimated $209K sold.

Panoramic Investment Advisors first reported a position in TOL in Q3 2023 and held it in 4 quarters. The position peaked at $637K in Q4 2023. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Panoramic Investment Advisors reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Panoramic Investment Advisors sold 1,350 Toll Brothers shares in Q4 2024, an estimated $209K.
  • Panoramic Investment Advisors first reported a position in Toll Brothers in Q3 2023 and held it in 4 quarters.
  • Panoramic Investment Advisors's Toll Brothers position peaked at $637K in Q4 2023.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Panoramic Investment Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.