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Winch Advisory Services’s Toll Brothers TOL Stock Holding History

Winch Advisory Services’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
2025
Q1 		– Sell
-6
Closed -$756 – 543
2024
Q4 		$756 Buy
+6
New +$891 ﹤0.01% 489

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GA
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LPC
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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winch Advisory Services's TOL Position: Q1 2025 in Review

Winch Advisory Services sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 6 shares — an estimated $756 sold.

Winch Advisory Services first reported a position in TOL in Q4 2024 and held it in 1 quarter. The position peaked at $756 in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Winch Advisory Services reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 6 Toll Brothers shares in Q1 2025, an estimated $756.
  • Winch Advisory Services first reported a position in Toll Brothers in Q4 2024 and held it in 1 quarter.
  • Winch Advisory Services's Toll Brothers position peaked at $756 in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.