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Paulson Wealth Management’s Toll Brothers TOL Stock Holding History

Paulson 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
2024
Q4 		– Sell
-1,461
Closed -$226K – 152
2024
Q3 		$226K Buy
+1,461
New +$198K 0.06% 135
2018
Q1 		– Sell
-25
Closed -$1K – 485
2017
Q4 		$1K Buy
+25
New +$1.15K ﹤0.01% 592

Other funds holding TOL

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Paulson Wealth Management's TOL Position: Q4 2024 in Review

Paulson Wealth Management sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 1,461 shares — an estimated $226K sold.

Paulson Wealth Management first reported a position in TOL in Q4 2017 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Paulson Wealth Management reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Paulson Wealth Management sold 1,461 Toll Brothers shares in Q4 2024, an estimated $226K.
  • Paulson Wealth Management first reported a position in Toll Brothers in Q4 2017 and held it in 2 quarters.
  • Paulson Wealth Management's Toll Brothers position peaked at $226K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Paulson Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.