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WR Wealth Planners’s Toll Brothers TOL Stock Holding History

WR Wealth Planners’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
Q4 		$170K Hold
1,348
– – 0.05% 173
2024
Q3 		$208K Hold
1,348
– – 0.06% 176
2024
Q2 		$155K Buy
1,348
+3
+0.2% +$363 0.05% 202
2024
Q1 		$174K Buy
+1,345
New +$146K 0.05% 190
2023
Q4 		– Sell
-1,345
Closed -$99.5K – 798
2023
Q3 		$99.5K Hold
1,345
– – 0.04% 235
2023
Q2 		$106K Hold
1,345
– – 0.04% 233
2023
Q1 		$80.7K Buy
+1,345
New +$77.6K 0.03% 265

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 $8.66B AUM 17.37% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's TOL Position: Q4 2024 in Review

WR Wealth Planners held its Toll Brothers (TOL) position steady in Q4 2024 at 1,348 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #173.

WR Wealth Planners first reported a position in TOL in Q1 2023 and has held it in 7 quarters since. The position peaked at $208K in Q3 2024. 721 funds tracked by Wall St. Rank hold TOL as of Q4 2024.

  • WR Wealth Planners held 1,348 shares of Toll Brothers worth $170K as of Q4 2024.
  • WR Wealth Planners left its Toll Brothers share count unchanged in Q4 2024.
  • Toll Brothers made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #173 holding.
  • WR Wealth Planners first reported a position in Toll Brothers in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Toll Brothers position peaked at $208K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.