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Vestmark Advisory Solutions’s Toll Brothers TOL Stock Holding History

Vestmark Advisory Solutions’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
Q1 		– Sell
-8,583
Closed -$621K – 899
2021
Q4 		$621K Buy
8,583
+519
+6% +$33.4K 0.04% 476
2021
Q3 		$446K Buy
8,064
+975
+14% +$57.7K 0.03% 533
2021
Q2 		$410K Buy
7,089
+3,386
+91% +$206K 0.03% 541
2021
Q1 		$210K Buy
+3,703
New +$194K 0.02% 703

Other funds holding TOL

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vestmark Advisory Solutions's TOL Position: Q1 2022 in Review

Vestmark Advisory Solutions sold out of Toll Brothers (TOL) in Q1 2022, closing a stake of 8,583 shares — an estimated $621K sold.

Vestmark Advisory Solutions first reported a position in TOL in Q1 2021 and held it in 4 quarters. The position peaked at $621K in Q4 2021. 414 funds tracked by Wall St. Rank hold TOL as of Q1 2022.

  • Vestmark Advisory Solutions reported no remaining Toll Brothers position as of Q1 2022 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 8,583 Toll Brothers shares in Q1 2022, an estimated $621K.
  • Vestmark Advisory Solutions first reported a position in Toll Brothers in Q1 2021 and held it in 4 quarters.
  • Vestmark Advisory Solutions's Toll Brothers position peaked at $621K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2022.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2022, filed 27 Apr 2022.