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Silverlake Wealth Management’s Toll Brothers TOL Stock Holding History

Silverlake 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
2024
Q1 		– Sell
-2,000
Closed -$206K – 257
2023
Q4 		$206K Buy
+2,000
New +$167K 0.11% 211

Other funds holding TOL

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Silverlake Wealth Management's TOL Position: Q1 2024 in Review

Silverlake Wealth Management sold out of Toll Brothers (TOL) in Q1 2024, closing a stake of 2,000 shares — an estimated $206K sold.

Silverlake Wealth Management first reported a position in TOL in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 645 funds tracked by Wall St. Rank hold TOL as of Q1 2024.

  • Silverlake Wealth Management reported no remaining Toll Brothers position as of Q1 2024 after selling out during the quarter.
  • Silverlake Wealth Management sold 2,000 Toll Brothers shares in Q1 2024, an estimated $206K.
  • Silverlake Wealth Management first reported a position in Toll Brothers in Q4 2023 and held it in 1 quarter.
  • Silverlake Wealth Management's Toll Brothers position peaked at $206K in Q4 2023.
  • 645 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2024.

Based on Silverlake Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.