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Sowell Financial Services’s Toll Brothers TOL Stock Holding History

Sowell Financial Services’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
-28
Closed -$2K – 2515
2021
Q1 		$2K Hold
28
– – ﹤0.01% 2853
2020
Q4 		$1K Hold
28
– – ﹤0.01% 2625
2020
Q3 		$1K Hold
28
– – ﹤0.01% 2437
2020
Q2 		$1K Hold
28
– – ﹤0.01% 2380
2020
Q1 		$1K Sell
28
-43
-61% -$1.63K ﹤0.01% 2327
2019
Q4 		$3K Sell
71
-154
-68% -$6.15K ﹤0.01% 2107
2019
Q3 		$9K Buy
+225
New +$8.3K ﹤0.01% 1576

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Sowell Financial Services's TOL Position: Q2 2021 in Review

Sowell Financial Services sold out of Toll Brothers (TOL) in Q2 2021, closing a stake of 28 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in TOL in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q3 2019. 408 funds tracked by Wall St. Rank hold TOL as of Q2 2021.

  • Sowell Financial Services reported no remaining Toll Brothers position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 28 Toll Brothers shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Toll Brothers in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Toll Brothers position peaked at $9K in Q3 2019.
  • 408 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.