Sutton Wealth Advisors’s Toll Brothers TOL Stock Holding History

Sutton 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
2023 Q3	$2.44K	Hold	33	–	–	﹤0.01%	695
2023 Q2	$2.61K	Hold	33	–	–	﹤0.01%	664
2023 Q1	$1.98K	Hold	33	–	–	﹤0.01%	647
2022 Q4	$1.65K	Hold	33	–	–	﹤0.01%	1234
2022 Q3	$1.39K	Buy	33 +16	+94%	+$742	﹤0.01%	1229
2022 Q2	$758	Buy	+17	New	+$795	﹤0.01%	1357
2022 Q1	–	Sell	-13	Closed	-$941	–	1717
2021 Q4	$941	Buy	+13	New	+$835	﹤0.01%	1341
2020 Q2	–	Sell	-74	Closed	-$1.43K	–	1286
2020 Q1	$1.43K	Hold	74	–	–	﹤0.01%	1067
2019 Q4	$2.92K	Hold	74	–	–	﹤0.01%	1015
2019 Q3	$3.04K	Hold	74	–	–	﹤0.01%	1014
2019 Q2	$2.71K	Buy	74 +25	+51%	+$933	﹤0.01%	1020
2019 Q1	$1.77K	Buy	49 +35	+250%	+$1.26K	﹤0.01%	1064
2018 Q4	$461	Hold	14	–	–	﹤0.01%	1093
2018 Q3	$462	Hold	14	–	–	﹤0.01%	1094
2018 Q2	$518	Hold	14	–	–	﹤0.01%	1095
2018 Q1	$606	Hold	14	–	–	﹤0.01%	1078
2017 Q4	$672	Hold	14	–	–	﹤0.01%	1026
2017 Q3	$581	Hold	14	–	–	﹤0.01%	1030
2017 Q2	$553	Hold	14	–	–	﹤0.01%	1033
2017 Q1	$506	Hold	14	–	–	﹤0.01%	1019
2016 Q4	$434	Hold	14	–	–	﹤0.01%	1021
2016 Q3	$418	Hold	14	–	–	﹤0.01%	1016
2016 Q2	$377	Hold	14	–	–	﹤0.01%	998
2016 Q1	$413	Buy	+14	New	+$391	﹤0.01%	979

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's TOL Position: Q3 2023 in Review

Sutton Wealth Advisors held its Toll Brothers (TOL) position steady in Q3 2023 at 33 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Sutton Wealth Advisors first reported a position in TOL in Q1 2016 and has held it in 24 quarters since. The position peaked at $3.04K in Q3 2019. 516 funds tracked by Wall St. Rank hold TOL as of Q3 2023.

Sutton Wealth Advisors held 33 shares of Toll Brothers worth $2.44K as of Q3 2023.
Sutton Wealth Advisors left its Toll Brothers share count unchanged in Q3 2023.
Toll Brothers made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #695 holding.
Sutton Wealth Advisors first reported a position in Toll Brothers in Q1 2016 and has held it in 24 quarters since.
Sutton Wealth Advisors's Toll Brothers position peaked at $3.04K in Q3 2019.
516 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.