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Selective Wealth Management’s Toll Brothers TOL Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-600
Closed -$27K – 831
2022
Q2 		$27K Hold
600
– – 0.01% 428
2022
Q1 		$28K Sell
600
-2,100
-78% -$118K 0.01% 403
2021
Q4 		$195K Hold
2,700
– – 0.08% 123
2021
Q3 		$149K Buy
2,700
+1,500
+125% +$88.7K 0.08% 132
2021
Q2 		$69K Buy
+1,200
New +$73.1K 0.06% 152

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Selective Wealth Management's TOL Position: Q3 2022 in Review

Selective Wealth Management sold out of Toll Brothers (TOL) in Q3 2022, closing a stake of 600 shares — an estimated $27K sold.

Selective Wealth Management first reported a position in TOL in Q2 2021 and held it in 5 quarters. The position peaked at $195K in Q4 2021. 383 funds tracked by Wall St. Rank hold TOL as of Q3 2022.

  • Selective Wealth Management reported no remaining Toll Brothers position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 600 Toll Brothers shares in Q3 2022, an estimated $27K.
  • Selective Wealth Management first reported a position in Toll Brothers in Q2 2021 and held it in 5 quarters.
  • Selective Wealth Management's Toll Brothers position peaked at $195K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.