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Reilly Financial Advisors’s Toll Brothers TOL Stock Holding History

Reilly 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
2016
Q2 		– Sell
-224
Closed -$7K – 971
2016
Q1 		$7K Buy
+224
New +$6.26K ﹤0.01% 846

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Reilly Financial Advisors's TOL Position: Q1 2021 in Review

Reilly Financial Advisors sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 100 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in TOL in Q1 2015 and held it in 20 quarters. The position peaked at $43K in Q4 2017. 393 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

  • Reilly Financial Advisors reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 Toll Brothers shares in Q1 2021, an estimated $4K.
  • Reilly Financial Advisors first reported a position in Toll Brothers in Q1 2015 and held it in 20 quarters.
  • Reilly Financial Advisors's Toll Brothers position peaked at $43K in Q4 2017.
  • 393 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Reilly Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.