Accel Wealth Management’s Toyota TM Stock Holding History

Accel Wealth Management’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-143	Closed	-$20.3K	–	794
2023 Q1	$20.3K	Hold	143	–	–	0.01%	704
2022 Q4	$19.5K	Hold	143	–	–	0.01%	556
2022 Q3	$20K	Hold	143	–	–	0.01%	556
2022 Q2	$22K	Hold	143	–	–	0.01%	525
2022 Q1	$26K	Hold	143	–	–	0.01%	503
2021 Q4	$26K	Hold	143	–	–	0.01%	514
2021 Q3	$25K	Hold	143	–	–	0.02%	457
2021 Q2	$25K	Hold	143	–	–	0.02%	479
2021 Q1	$22K	Hold	143	–	–	0.02%	488
2020 Q4	$22K	Buy	+143	New	+$20K	0.02%	469

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's TM Position: Q2 2023 in Review

Accel Wealth Management sold out of Toyota (TM) in Q2 2023, closing a stake of 143 shares — an estimated $20.3K sold.

Accel Wealth Management first reported a position in TM in Q4 2020 and held it in 10 quarters. The position peaked at $26K in Q1 2022. 448 funds tracked by Wall St. Rank hold TM as of Q2 2023.

Accel Wealth Management reported no remaining Toyota position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 143 Toyota shares in Q2 2023, an estimated $20.3K.
Accel Wealth Management first reported a position in Toyota in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Toyota position peaked at $26K in Q1 2022.
448 funds tracked by Wall St. Rank held Toyota as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.