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Prospera Financial Services’s Toll Brothers TOL Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-250
Closed -$12K – 2531
2022
Q1 		$12K Buy
+250
New +$14K ﹤0.01% 1967
2020
Q4 		– Sell
-640
Closed -$31K – 1495
2020
Q3 		$31K Buy
+640
New +$25.9K 0.01% 772

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Prospera Financial Services's TOL Position: Q2 2022 in Review

Prospera Financial Services sold out of Toll Brothers (TOL) in Q2 2022, closing a stake of 250 shares — an estimated $12K sold.

Prospera Financial Services first reported a position in TOL in Q3 2020 and held it in 2 quarters. The position peaked at $31K in Q3 2020. 392 funds tracked by Wall St. Rank hold TOL as of Q2 2022.

  • Prospera Financial Services reported no remaining Toll Brothers position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 250 Toll Brothers shares in Q2 2022, an estimated $12K.
  • Prospera Financial Services first reported a position in Toll Brothers in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Toll Brothers position peaked at $31K in Q3 2020.
  • 392 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.