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WAM
Wealthspire Advisors (Maryland)’s
Toll Brothers
TOL
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-297
Closed
-$11K
–
1930
2019
Q1
$11K
Buy
297
+11
+4%
+$395
﹤0.01%
1504
2018
Q4
$9K
Buy
286
+68
+31%
+$2.18K
﹤0.01%
1517
2018
Q3
$7K
Buy
218
+47
+27%
+$1.7K
﹤0.01%
1681
2018
Q2
$6K
Sell
171
-265
-61%
-$10.9K
﹤0.01%
1737
2018
Q1
$19K
Buy
436
+265
+155%
+$12.4K
﹤0.01%
1318
2017
Q4
$8K
Buy
171
+7
+4%
+$322
﹤0.01%
1689
2017
Q3
$7K
Buy
164
+12
+8%
+$472
﹤0.01%
1699
2017
Q2
$6K
Buy
152
+4
+3%
+$149
﹤0.01%
1725
2017
Q1
$5K
Buy
148
+32
+28%
+$1.07K
﹤0.01%
1533
2016
Q4
$4K
Sell
116
-124
-52%
-$3.67K
﹤0.01%
1438
2016
Q3
$7K
Hold
240
–
–
﹤0.01%
1335
2016
Q2
$6K
Hold
240
–
–
﹤0.01%
1312
2016
Q1
$7K
Buy
240
+28
+13%
+$783
﹤0.01%
1266
2015
Q4
$7K
Buy
+212
New
+$7.56K
﹤0.01%
1281
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GA
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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