BWA
TM icon

BDO Wealth Advisors’s Toyota TM Stock Holding History

BDO Wealth Advisors’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
Q2 		$113K Buy
702
+127
+22% +$18.3K 0.01% 327
2023
Q1 		$81.5K Buy
575
+215
+60% +$30.2K 0.01% 348
2022
Q4 		$49.2K Sell
360
-73
-17% -$10.2K 0.01% 416
2022
Q3 		$56K Hold
433
– – 0.01% 395
2022
Q2 		$67K Sell
433
-100
-19% -$16.5K 0.01% 377
2022
Q1 		$96K Sell
533
-21
-4% -$3.93K 0.01% 342
2021
Q4 		$103K Sell
554
-52
-9% -$9.35K 0.01% 348
2021
Q3 		$108K Sell
606
-83
-12% -$14.8K 0.01% 347
2021
Q2 		$120K Hold
689
– – 0.01% 353
2021
Q1 		$108K Buy
+689
New +$104K 0.01% 351
2020
Q3 		– Sell
-150
Closed -$19K – 949
2020
Q2 		$19K Sell
150
-50
-25% -$6.2K ﹤0.01% 435
2020
Q1 		$24K Buy
200
+100
+100% +$13.3K ﹤0.01% 427
2019
Q4 		$14K Hold
100
– – ﹤0.01% 415
2019
Q3 		$13K Hold
100
– – ﹤0.01% 439
2019
Q2 		$12K Hold
100
– – ﹤0.01% 433
2019
Q1 		$12K Sell
100
-250
-71% -$30.2K ﹤0.01% 418
2018
Q4 		$41K Hold
350
– – 0.01% 282
2018
Q3 		$44K Hold
350
– – 0.01% 306
2018
Q2 		$45K Buy
350
+250
+250% +$33K 0.02% 311
2018
Q1 		$13K Hold
100
– – ﹤0.01% 375
2017
Q4 		$13K Hold
100
– – 0.01% 317
2017
Q3 		$12K Sell
100
-25
-20% -$2.83K 0.01% 300
2017
Q2 		$13K Buy
+125
New +$13.4K 0.01% 345

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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's TM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Toyota (TM) stake by 22% in Q2 2023, buying an estimated $18.3K and bringing the position to 702 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #327.

BDO Wealth Advisors first reported a position in TM in Q2 2017 and has held it in 23 quarters since. The position peaked at $120K in Q2 2021. 448 funds tracked by Wall St. Rank hold TM as of Q2 2023.

  • BDO Wealth Advisors held 702 shares of Toyota worth $113K as of Q2 2023.
  • BDO Wealth Advisors bought 127 Toyota shares in Q2 2023, an estimated $18.3K.
  • Toyota made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #327 holding.
  • BDO Wealth Advisors first reported a position in Toyota in Q2 2017 and has held it in 23 quarters since.
  • BDO Wealth Advisors's Toyota position peaked at $120K in Q2 2021.
  • 448 funds tracked by Wall St. Rank held Toyota as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.