West Paces Advisors’s Toll Brothers TOL Stock Holding History

West Paces 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
2021 Q4	–	Sell	-20	Closed	-$1.11K	–	627
2021 Q3	$1.11K	Hold	20	–	–	﹤0.01%	553
2021 Q2	$1.16K	Buy	+20	New	+$1.22K	﹤0.01%	591

Other funds holding TOL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Paces Advisors's TOL Position: Q4 2021 in Review

West Paces Advisors sold out of Toll Brothers (TOL) in Q4 2021, closing a stake of 20 shares — an estimated $1.11K sold.

West Paces Advisors first reported a position in TOL in Q2 2021 and held it in 2 quarters. The position peaked at $1.16K in Q2 2021. 453 funds tracked by Wall St. Rank hold TOL as of Q4 2021.

West Paces Advisors reported no remaining Toll Brothers position as of Q4 2021 after selling out during the quarter.
West Paces Advisors sold 20 Toll Brothers shares in Q4 2021, an estimated $1.11K.
West Paces Advisors first reported a position in Toll Brothers in Q2 2021 and held it in 2 quarters.
West Paces Advisors's Toll Brothers position peaked at $1.16K in Q2 2021.
453 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2021.

Based on West Paces Advisors's 13F filing for Q4 2021, filed 20 Dec 2023.