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VisionPoint Advisory Group’s Toll Brothers TOL Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-36
Closed -$4.15K – 731
2024
Q2 		$4.15K Sell
36
-2
-5% -$242 ﹤0.01% 578
2024
Q1 		$4.92K Buy
38
+2
+6% +$218 ﹤0.01% 543
2023
Q4 		$3.7K Sell
36
-35
-49% -$2.92K ﹤0.01% 533
2023
Q3 		$5.25K Buy
71
+64
+914% +$5.05K ﹤0.01% 494
2023
Q2 		$553 Buy
+7
New +$470 ﹤0.01% 528

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VisionPoint Advisory Group's TOL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Toll Brothers (TOL) in Q3 2024, closing a stake of 36 shares — an estimated $4.15K sold.

VisionPoint Advisory Group first reported a position in TOL in Q2 2023 and held it in 5 quarters. The position peaked at $5.25K in Q3 2023. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Toll Brothers position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 36 Toll Brothers shares in Q3 2024, an estimated $4.15K.
  • VisionPoint Advisory Group first reported a position in Toll Brothers in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Toll Brothers position peaked at $5.25K in Q3 2023.
  • 718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.