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Plante Moran Financial Advisors’s Toll Brothers TOL Stock Holding History

Plante Moran Financial 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
2021
Q4 		– Sell
-150
Closed -$8K – 1112
2021
Q3 		$8K Hold
150
– – ﹤0.01% 731
2021
Q2 		$9K Buy
150
+118
+369% +$7.19K ﹤0.01% 698
2021
Q1 		$2K Sell
32
-418
-93% -$21.9K ﹤0.01% 930
2020
Q4 		$20K Buy
+450
New +$20.9K 0.01% 535
2017
Q4 		– Sell
-213
Closed -$9K – 915
2017
Q3 		$9K Sell
213
-46
-18% -$1.81K 0.01% 562
2017
Q2 		$10K Hold
259
– – 0.01% 561
2017
Q1 		$9K Buy
+259
New +$8.64K 0.01% 601
2013
Q3 		– Sell
-525
Closed -$17K – 667
2013
Q2 		$17K Buy
+525
New +$17.7K 0.01% 268

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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.47T AUM 27.86% 1-Year Est. Return