Annex Advisory Services’s Toyota TM Stock Holding History

Annex Advisory Services’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 Q4	–	Sell	-1,400	Closed	-$252K	–	291
2023 Q3	$252K	Hold	1,400	–	–	0.02%	217
2023 Q2	$225K	Buy	+1,400	New	+$201K	0.01%	230
2022 Q4	–	Sell	-1,559	Closed	-$203K	–	268
2022 Q3	$203K	Sell	1,559 -61	-4%	-$9.25K	0.01%	219
2022 Q2	$250K	Sell	1,620 -60	-4%	-$9.92K	0.02%	211
2022 Q1	$303K	Buy	1,680 +85	+5%	+$15.9K	0.02%	196
2021 Q4	$296K	Buy	+1,595	New	+$287K	0.02%	192

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WGAM

Wilkinson Global Asset Management New York $1.31B AUM 17.03% 1-Year Est. Return

Annex Advisory Services's TM Position: Q4 2023 in Review

Annex Advisory Services sold out of Toyota (TM) in Q4 2023, closing a stake of 1,400 shares — an estimated $252K sold.

Annex Advisory Services first reported a position in TM in Q4 2021 and held it in 6 quarters. The position peaked at $303K in Q1 2022. 532 funds tracked by Wall St. Rank hold TM as of Q4 2023.

Annex Advisory Services reported no remaining Toyota position as of Q4 2023 after selling out during the quarter.
Annex Advisory Services sold 1,400 Toyota shares in Q4 2023, an estimated $252K.
Annex Advisory Services first reported a position in Toyota in Q4 2021 and held it in 6 quarters.
Annex Advisory Services's Toyota position peaked at $303K in Q1 2022.
532 funds tracked by Wall St. Rank held Toyota as of Q4 2023.

Based on Annex Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.