RWB
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RMR Wealth Builders’s Toll Brothers TOL Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-300
Closed -$17K – 659
2021
Q1 		$17K Hold
300
– – ﹤0.01% 538
2020
Q4 		$13K Buy
+300
New +$13.9K 0.01% 392

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 $5.72T AUM 30.48% 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 $6.07B AUM 11.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

RMR Wealth Builders's TOL Position: Q2 2021 in Review

RMR Wealth Builders sold out of Toll Brothers (TOL) in Q2 2021, closing a stake of 300 shares — an estimated $17K sold.

RMR Wealth Builders first reported a position in TOL in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 407 funds tracked by Wall St. Rank hold TOL as of Q2 2021.

  • RMR Wealth Builders reported no remaining Toll Brothers position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 300 Toll Brothers shares in Q2 2021, an estimated $17K.
  • RMR Wealth Builders first reported a position in Toll Brothers in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Toll Brothers position peaked at $17K in Q1 2021.
  • 407 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.