RPCONE
TOL icon

Retirement Planning Company of New England’s Toll Brothers TOL Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-66
Closed -$4K – 814
2021
Q4 		$4K Buy
+66
New +$4.24K ﹤0.01% 787

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Retirement Planning Company of New England's TOL Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Toll Brothers (TOL) in Q1 2022, closing a stake of 66 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in TOL in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 415 funds tracked by Wall St. Rank hold TOL as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Toll Brothers position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 66 Toll Brothers shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in Toll Brothers in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Toll Brothers position peaked at $4K in Q4 2021.
  • 415 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.