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Advisor Partners II’s Toyota TM Stock Holding History

Advisor Partners II’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
Q3 		$3.42M Buy
19,027
+1,125
+6% +$192K 0.14% 155
2023
Q2 		$2.88M Sell
17,902
-791
-4% -$114K 0.13% 148
2023
Q1 		$2.65M Sell
18,693
-524
-3% -$73.6K 0.15% 138
2022
Q4 		$2.62M Buy
19,217
+3,364
+21% +$469K 0.16% 132
2022
Q3 		$2.06M Buy
+15,853
New +$2.4M 0.16% 136

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
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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisor Partners II's TM Position: Q3 2023 in Review

Advisor Partners II increased its Toyota (TM) stake by 6.3% in Q3 2023, buying an estimated $192K and bringing the position to 19,027 shares worth $3.42M. The position accounts for 0.14% of the portfolio, ranked #155.

Advisor Partners II first reported a position in TM in Q3 2022 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold TM as of Q3 2023.

  • Advisor Partners II held 19,027 shares of Toyota worth $3.42M as of Q3 2023.
  • Advisor Partners II bought 1,125 Toyota shares in Q3 2023, an estimated $192K.
  • Toyota made up 0.14% of Advisor Partners II's portfolio in Q3 2023, its #155 holding.
  • Advisor Partners II first reported a position in Toyota in Q3 2022 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.