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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
BlackRock New York $5.7T 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 $6.07B AUM 11.2% 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