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ACG Wealth’s Toyota TM Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-253
Closed -$39K – 934
2022
Q2 		$39K Buy
+253
New +$41.8K 0.01% 471

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACG Wealth's TM Position: Q3 2022 in Review

ACG Wealth sold out of Toyota (TM) in Q3 2022, closing a stake of 253 shares — an estimated $39K sold.

ACG Wealth first reported a position in TM in Q2 2022 and held it in 1 quarter. The position peaked at $39K in Q2 2022. 406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

  • ACG Wealth reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 253 Toyota shares in Q3 2022, an estimated $39K.
  • ACG Wealth first reported a position in Toyota in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Toyota position peaked at $39K in Q2 2022.
  • 406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.