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Wealthcare Capital Management’s Toll Brothers TOL Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-210
Closed -$12K – 610
2021
Q1 		$12K Buy
+210
New +$11K ﹤0.01% 261
2020
Q2 		– Sell
-205
Closed -$4K – 228
2020
Q1 		$4K Buy
+205
New +$7.76K ﹤0.01% 189
2015
Q2 		– Sell
-20
Closed – – 819
2015
Q1 		$0 Buy
+20
New +$731 ﹤0.01% 1007

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Wealthcare Capital Management's TOL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Toll Brothers (TOL) in Q2 2021, closing a stake of 210 shares — an estimated $12K sold.

Wealthcare Capital Management first reported a position in TOL in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 408 funds tracked by Wall St. Rank hold TOL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Toll Brothers position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 210 Toll Brothers shares in Q2 2021, an estimated $12K.
  • Wealthcare Capital Management first reported a position in Toll Brothers in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Toll Brothers position peaked at $12K in Q1 2021.
  • 408 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.