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WESPAC Advisors’s Toll Brothers TOL Stock Holding History

WESPAC Advisors’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
-4,910
Closed -$566K – 166
2024
Q2 		$566K Sell
4,910
-1,068
-18% -$129K 0.44% 79
2024
Q1 		$773K Buy
5,978
+1,142
+24% +$124K 0.45% 83
2023
Q4 		$497K Buy
+4,836
New +$403K 0.35% 93

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

WESPAC Advisors's TOL Position: Q3 2024 in Review

WESPAC Advisors sold out of Toll Brothers (TOL) in Q3 2024, closing a stake of 4,910 shares — an estimated $566K sold.

WESPAC Advisors first reported a position in TOL in Q4 2023 and held it in 3 quarters. The position peaked at $773K in Q1 2024. 718 funds tracked by Wall St. Rank hold TOL as of Q3 2024.

  • WESPAC Advisors reported no remaining Toll Brothers position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors sold 4,910 Toll Brothers shares in Q3 2024, an estimated $566K.
  • WESPAC Advisors first reported a position in Toll Brothers in Q4 2023 and held it in 3 quarters.
  • WESPAC Advisors's Toll Brothers position peaked at $773K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.