Bedel Financial Consulting’s Toyota TM Stock Holding History

Bedel Financial Consulting’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	–	Sell	-105	Closed	-$19K	–	826
2022 Q1	$19K	Hold	105	–	–	0.01%	557
2021 Q4	$19K	Hold	105	–	–	0.01%	572
2021 Q3	$19K	Hold	105	–	–	0.01%	559
2021 Q2	$18K	Hold	105	–	–	0.01%	584
2021 Q1	$16K	Hold	105	–	–	0.01%	565
2020 Q4	$16K	Hold	105	–	–	0.01%	486
2020 Q3	$14K	Hold	105	–	–	0.01%	474
2020 Q2	$13K	Sell	105 -240	-70%	-$29.8K	0.01%	454
2020 Q1	$41K	Hold	345	–	–	0.03%	292
2019 Q4	$48K	Hold	345	–	–	0.03%	294
2019 Q3	$46K	Hold	345	–	–	0.03%	292
2019 Q2	$43K	Hold	345	–	–	0.03%	299
2019 Q1	$41K	Hold	345	–	–	0.03%	299
2018 Q4	$40K	Hold	345	–	–	0.03%	282
2018 Q3	$40K	Hold	345	–	–	0.03%	299
2018 Q2	$44K	Hold	345	–	–	0.03%	285
2018 Q1	$45K	Buy	+345	New	+$46.2K	0.03%	279

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bedel Financial Consulting's TM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Toyota (TM) in Q2 2022, closing a stake of 105 shares — an estimated $19K sold.

Bedel Financial Consulting first reported a position in TM in Q1 2018 and held it in 17 quarters. The position peaked at $48K in Q4 2019. 443 funds tracked by Wall St. Rank hold TM as of Q2 2022.

Bedel Financial Consulting reported no remaining Toyota position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 105 Toyota shares in Q2 2022, an estimated $19K.
Bedel Financial Consulting first reported a position in Toyota in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Toyota position peaked at $48K in Q4 2019.
443 funds tracked by Wall St. Rank held Toyota as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.