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Wealthcare Advisory Partners’s Toll Brothers TOL Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-1,521
Closed -$235K – 930
2024
Q3 		$235K Buy
+1,521
New +$206K 0.01% 785
2021
Q2 		– Sell
-1,054
Closed -$60K – 1747
2021
Q1 		$60K Buy
+1,054
New +$55.2K ﹤0.01% 822
2020
Q2 		– Sell
-1,054
Closed -$20K – 1255
2020
Q1 		$20K Buy
1,054
+897
+571% +$33.9K ﹤0.01% 738
2019
Q4 		$6K Hold
157
– – ﹤0.01% 1080
2019
Q3 		$6K Buy
157
+1
+0.6% +$37 ﹤0.01% 1044
2019
Q2 		$6K Hold
156
– – ﹤0.01% 1030
2019
Q1 		$6K Hold
156
– – ﹤0.01% 936
2018
Q4 		$5K Buy
156
+1
+0.6% +$32 ﹤0.01% 948
2018
Q3 		$5K Hold
155
– – ﹤0.01% 1005
2018
Q2 		$6K Buy
155
+54
+53% +$2.21K ﹤0.01% 956
2018
Q1 		$4K Hold
101
– – ﹤0.01% 884
2017
Q4 		$5K Buy
101
+1
+1% +$46 ﹤0.01% 796
2017
Q3 		$4K Buy
+100
New +$3.93K ﹤0.01% 695

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Advisory Partners's TOL Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Toll Brothers (TOL) in Q4 2024, closing a stake of 1,521 shares — an estimated $235K sold.

Wealthcare Advisory Partners first reported a position in TOL in Q3 2017 and held it in 13 quarters. The position peaked at $235K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Toll Brothers position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,521 Toll Brothers shares in Q4 2024, an estimated $235K.
  • Wealthcare Advisory Partners first reported a position in Toll Brothers in Q3 2017 and held it in 13 quarters.
  • Wealthcare Advisory Partners's Toll Brothers position peaked at $235K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.