Accurate Wealth Management’s Toyota TM Stock Holding History

Accurate 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 Q1	–	Sell	-2	Closed	-$278	–	1338
2022 Q4	$278	Buy	+2	New	+$279	﹤0.01%	1562

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Accurate Wealth Management's TM Position: Q1 2023 in Review

Accurate Wealth Management sold out of Toyota (TM) in Q1 2023, closing a stake of 2 shares — an estimated $278 sold.

Accurate Wealth Management first reported a position in TM in Q4 2022 and held it in 1 quarter. The position peaked at $278 in Q4 2022. 422 funds tracked by Wall St. Rank hold TM as of Q1 2023.

Accurate Wealth Management reported no remaining Toyota position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 2 Toyota shares in Q1 2023, an estimated $278.
Accurate Wealth Management first reported a position in Toyota in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Toyota position peaked at $278 in Q4 2022.
422 funds tracked by Wall St. Rank held Toyota as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.