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Altium Wealth Management’s Toyota TM Stock Holding History

Altium 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
2022
Q2 		$1.81M Sell
11,721
-641
-5% -$106K 0.13% 95
2022
Q1 		$2.23M Buy
12,362
+1,567
+15% +$293K 0.14% 81
2021
Q4 		$2M Buy
10,795
+2,571
+31% +$462K 0.13% 90
2021
Q3 		$1.46M Buy
8,224
+1,105
+16% +$197K 0.1% 101
2021
Q2 		$1.25M Buy
7,119
+1,496
+27% +$246K 0.09% 108
2021
Q1 		$878K Buy
5,623
+2,353
+72% +$356K 0.07% 127
2020
Q4 		$505K Buy
3,270
+95
+3% +$13.3K 0.04% 194
2020
Q3 		$420K Buy
3,175
+471
+17% +$61.2K 0.04% 206
2020
Q2 		$340K Buy
2,704
+612
+29% +$75.9K 0.04% 251
2020
Q1 		$251K Buy
+2,092
New +$279K 0.03% 246

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's TM Position: Q2 2022 in Review

Altium Wealth Management reduced its Toyota (TM) stake by 5.2% in Q2 2022, selling an estimated $106K and leaving 11,721 shares worth $1.81M. The position accounts for 0.13% of the portfolio, ranked #95.

Altium Wealth Management first reported a position in TM in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.23M in Q1 2022. 444 funds tracked by Wall St. Rank hold TM as of Q2 2022.

  • Altium Wealth Management held 11,721 shares of Toyota worth $1.81M as of Q2 2022.
  • Altium Wealth Management sold 641 Toyota shares in Q2 2022, an estimated $106K.
  • Toyota made up 0.13% of Altium Wealth Management's portfolio in Q2 2022, its #95 holding.
  • Altium Wealth Management first reported a position in Toyota in Q1 2020 and has held it in 10 quarters since.
  • Altium Wealth Management's Toyota position peaked at $2.23M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Toyota as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.