Wipfli Financial Advisors’s Toll Brothers TOL Stock Holding History

Wipfli Financial 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
2022 Q3	$50K	Buy	+1,197	New	+$55.5K	﹤0.01%	1082

Other funds holding TOL

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wipfli Financial Advisors's TOL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Toll Brothers (TOL) in Q3 2022: 1,197 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings.

383 funds tracked by Wall St. Rank hold TOL as of Q3 2022.

Wipfli Financial Advisors held 1,197 shares of Toll Brothers worth $50K as of Q3 2022.
Toll Brothers was a new Wipfli Financial Advisors position in Q3 2022.
Toll Brothers made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1082 holding.
383 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.