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Tyler-Stone Wealth Management’s Toll Brothers TOL Stock Holding History

Tyler-Stone 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
Q4 		$5K Hold
100
– – ﹤0.01% 668
2022
Q3 		$4K Hold
100
– – ﹤0.01% 687
2022
Q2 		$4K Hold
100
– – ﹤0.01% 707
2022
Q1 		$5K Hold
100
– – ﹤0.01% 681
2021
Q4 		$7K Buy
+100
New +$6.43K ﹤0.01% 662

Other funds holding TOL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tyler-Stone Wealth Management's TOL Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Toll Brothers (TOL) position steady in Q4 2022 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Tyler-Stone Wealth Management first reported a position in TOL in Q4 2021 and has held it in 5 quarters since. The position peaked at $7K in Q4 2021. 427 funds tracked by Wall St. Rank hold TOL as of Q4 2022.

  • Tyler-Stone Wealth Management held 100 shares of Toll Brothers worth $5K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Toll Brothers share count unchanged in Q4 2022.
  • Toll Brothers made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #668 holding.
  • Tyler-Stone Wealth Management first reported a position in Toll Brothers in Q4 2021 and has held it in 5 quarters since.
  • Tyler-Stone Wealth Management's Toll Brothers position peaked at $7K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.