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Advisor Group’s Toyota TM Stock Holding History

Advisor Group’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
2019
Q4 		$701K Buy
4,994
+186
+4% +$26K ﹤0.01% 1438
2019
Q3 		$647K Buy
4,808
+250
+5% +$32.7K ﹤0.01% 1427
2019
Q2 		$567K Sell
4,558
-269
-6% -$32.8K ﹤0.01% 1532
2019
Q1 		$570K Sell
4,827
-618
-11% -$74.8K ﹤0.01% 1491
2018
Q4 		$632K Buy
5,445
+233
+4% +$27.6K 0.01% 1246
2018
Q3 		$649K Buy
5,212
+894
+21% +$113K 0.01% 1281
2018
Q2 		$557K Buy
4,318
+290
+7% +$38.2K 0.01% 1225
2018
Q1 		$525K Buy
4,028
+175
+5% +$23.5K 0.01% 1290
2017
Q4 		$490K Sell
3,853
-752
-16% -$93.8K 0.01% 1343
2017
Q3 		$548K Sell
4,605
-10
-0.2% -$1.13K 0.01% 1148
2017
Q2 		$485K Buy
4,615
+311
+7% +$33.2K 0.01% 1167
2017
Q1 		$469K Sell
4,304
-672
-14% -$77.1K 0.01% 1117
2016
Q4 		$582K Buy
4,976
+95
+2% +$11.1K 0.01% 930
2016
Q3 		$567K Sell
4,881
-599
-11% -$68.6K 0.01% 908
2016
Q2 		$544K Buy
+5,480
New +$563K 0.01% 879

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisor Group's TM Position: Q4 2019 in Review

Advisor Group increased its Toyota (TM) stake by 3.9% in Q4 2019, buying an estimated $26K and bringing the position to 4,994 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Advisor Group first reported a position in TM in Q2 2016 and has held it in 15 quarters since. 366 funds tracked by Wall St. Rank hold TM as of Q4 2019.

  • Advisor Group held 4,994 shares of Toyota worth $701K as of Q4 2019.
  • Advisor Group bought 186 Toyota shares in Q4 2019, an estimated $26K.
  • Toyota made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1438 holding.
  • Advisor Group first reported a position in Toyota in Q2 2016 and has held it in 15 quarters since.
  • 366 funds tracked by Wall St. Rank held Toyota as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.