Ropes Wealth Advisors’s Toll Brothers TOL Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-42	Closed	-$2K	–	735
2020 Q4	$2K	Buy	+42	New	+$1.95K	﹤0.01%	668
2018 Q4	–	Sell	-2,000	Closed	-$66K	–	535
2018 Q3	$66K	Hold	2,000	–	–	0.02%	309
2018 Q2	$74K	Hold	2,000	–	–	0.02%	310
2018 Q1	$87K	Hold	2,000	–	–	0.02%	283
2017 Q4	$96K	Buy	+2,000	New	+$92K	0.03%	278
2017 Q1	–	Sell	-2,400	Closed	-$74K	–	560
2016 Q4	$74K	Sell	2,400 -735	-23%	-$21.8K	0.02%	280
2016 Q3	$94K	Buy	3,135 +2,637	+530%	+$76.2K	0.03%	249
2016 Q2	$13K	Hold	498	–	–	﹤0.01%	353
2016 Q1	$15K	Sell	498 -1,274	-72%	-$35.6K	0.01%	307
2015 Q4	$59K	Buy	+1,772	New	+$63.2K	0.03%	232

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Ropes Wealth Advisors's TOL Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Toll Brothers (TOL) in Q1 2021, closing a stake of 42 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in TOL in Q4 2015 and held it in 10 quarters. The position peaked at $96K in Q4 2017. 393 funds tracked by Wall St. Rank hold TOL as of Q1 2021.

Ropes Wealth Advisors reported no remaining Toll Brothers position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 42 Toll Brothers shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Toll Brothers in Q4 2015 and held it in 10 quarters.
Ropes Wealth Advisors's Toll Brothers position peaked at $96K in Q4 2017.
393 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.