TWA
TOL icon

TCI Wealth Advisors’s Toll Brothers TOL Stock Holding History

TCI 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
Q2 		– Sell
-319
Closed -$19.1K – 2058
2023
Q1 		$19.1K Sell
319
-316
-50% -$18.2K ﹤0.01% 730
2022
Q4 		$31.7K Sell
635
-210
-25% -$9.66K ﹤0.01% 526
2022
Q3 		$35K Sell
845
-183
-18% -$8.48K 0.01% 471
2022
Q2 		$46K Sell
1,028
-6
-0.6% -$281 0.01% 391
2022
Q1 		$49K Buy
1,034
+925
+849% +$51.8K 0.01% 415
2021
Q4 		$8K Hold
109
– – ﹤0.01% 1371
2021
Q3 		$6K Hold
109
– – ﹤0.01% 1515
2021
Q2 		$6K Hold
109
– – ﹤0.01% 1368
2021
Q1 		$6K Sell
109
-2
-2% -$105 ﹤0.01% 1181
2020
Q4 		$5K Sell
111
-6
-5% -$278 ﹤0.01% 911
2020
Q3 		$6K Buy
+117
New +$4.73K ﹤0.01% 733
2020
Q2 		– Sell
-12
Closed – – 1660
2020
Q1 		$0 Hold
12
– – ﹤0.01% 1764
2019
Q4 		$0 Hold
12
– – ﹤0.01% 1680
2019
Q3 		$0 Hold
12
– – ﹤0.01% 1625
2019
Q2 		$0 Hold
12
– – ﹤0.01% 1551
2019
Q1 		$0 Hold
12
– – ﹤0.01% 1553
2018
Q4 		$0 Hold
12
– – ﹤0.01% 1652
2018
Q3 		$0 Hold
12
– – ﹤0.01% 1580
2018
Q2 		$0 Hold
12
– – ﹤0.01% 1598
2018
Q1 		$1K Sell
12
-17
-59% -$798 ﹤0.01% 1228
2017
Q4 		$1K Hold
29
– – ﹤0.01% 1269
2017
Q3 		$1K Hold
29
– – ﹤0.01% 1207
2017
Q2 		$1K Hold
29
– – ﹤0.01% 1220
2017
Q1 		$1K Hold
29
– – ﹤0.01% 1171
2016
Q4 		$1K Sell
29
-7
-19% -$207 ﹤0.01% 1238
2016
Q3 		$1K Hold
36
– – ﹤0.01% 1223
2016
Q2 		$1K Buy
+36
New +$1.01K ﹤0.01% 1157

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCI Wealth Advisors's TOL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Toll Brothers (TOL) in Q2 2023, closing a stake of 319 shares — an estimated $19.1K sold.

TCI Wealth Advisors first reported a position in TOL in Q2 2016 and held it in 27 quarters. The position peaked at $49K in Q1 2022. 514 funds tracked by Wall St. Rank hold TOL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Toll Brothers position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 319 Toll Brothers shares in Q2 2023, an estimated $19.1K.
  • TCI Wealth Advisors first reported a position in Toll Brothers in Q2 2016 and held it in 27 quarters.
  • TCI Wealth Advisors's Toll Brothers position peaked at $49K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.