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Realta Investment Advisors’s Toll Brothers TOL Stock Holding History

Realta 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
2020
Q1 		– Sell
-200
Closed -$8K – 1283
2019
Q4 		$8K Sell
200
-58
-22% -$2.32K ﹤0.01% 1210
2019
Q3 		$10K Buy
258
+26
+11% +$959 ﹤0.01% 1111
2019
Q2 		$8K Buy
232
+32
+16% +$1.19K ﹤0.01% 1225
2019
Q1 		$7K Buy
+200
New +$7.19K ﹤0.01% 1004

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Realta Investment Advisors's TOL Position: Q1 2020 in Review

Realta Investment Advisors sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 200 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in TOL in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q3 2019. 314 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

  • Realta Investment Advisors reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Toll Brothers shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in Toll Brothers in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Toll Brothers position peaked at $10K in Q3 2019.
  • 314 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.