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Avantax Planning Partners’s Toyota TM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-68
Closed -$8K – 1109
2018
Q3 		$8K Buy
+68
New +$8.6K ﹤0.01% 951
2018
Q2 		– Sell
-68
Closed -$9K – 1362
2018
Q1 		$9K Buy
+68
New +$9.11K ﹤0.01% 1117

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's TM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Toyota (TM) in Q4 2018, closing a stake of 68 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in TM in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 331 funds tracked by Wall St. Rank hold TM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Toyota position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 68 Toyota shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Toyota in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Toyota position peaked at $9K in Q1 2018.
  • 331 funds tracked by Wall St. Rank held Toyota as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.