Benjamin F. Edwards & Company’s Toyota TM Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$11K	Hold	52	–	–	﹤0.01%	1707
2024 Q1	$13K	Sell	52 -110	-68%	-$24.3K	﹤0.01%	1644
2023 Q4	$30K	Sell	162 -24	-13%	-$4.38K	﹤0.01%	1377
2023 Q3	$33K	Sell	186 -193	-51%	-$33K	﹤0.01%	1160
2023 Q2	$61K	Sell	379 -86	-18%	-$12.4K	﹤0.01%	1039
2023 Q1	$66K	Sell	465 -79	-15%	-$11.1K	﹤0.01%	1032
2022 Q4	$74K	Sell	544 -109	-17%	-$15.2K	﹤0.01%	980
2022 Q3	$85K	Sell	653 -177	-21%	-$26.8K	﹤0.01%	909
2022 Q2	$128K	Buy	830 +509	+159%	+$84.1K	0.01%	798
2022 Q1	$58K	Hold	321	–	–	﹤0.01%	985
2021 Q4	$59K	Sell	321 -7	-2%	-$1.26K	﹤0.01%	1003
2021 Q3	$58K	Buy	328 +42	+15%	+$7.5K	﹤0.01%	992
2021 Q2	$50K	Buy	286 +1	+0.4%	+$164	﹤0.01%	1017
2021 Q1	$44K	Buy	285 +75	+36%	+$11.3K	﹤0.01%	1046
2020 Q4	$32K	Buy	210 +50	+31%	+$6.99K	﹤0.01%	1069
2020 Q3	$21K	Sell	160 -49	-23%	-$6.37K	﹤0.01%	1106
2020 Q2	$26K	Buy	209 +59	+39%	+$7.31K	﹤0.01%	1048
2020 Q1	$18K	Sell	150 -800	-84%	-$107K	﹤0.01%	1110
2019 Q4	$134K	Hold	950	–	–	0.01%	710
2019 Q3	$128K	Buy	950 +620	+188%	+$81.2K	0.01%	676
2019 Q2	$41K	Buy	330 +30	+10%	+$3.66K	﹤0.01%	963
2019 Q1	$35K	Hold	300	–	–	﹤0.01%	975
2018 Q4	$35K	Hold	300	–	–	﹤0.01%	932
2018 Q3	$37K	Sell	300 -12	-4%	-$1.52K	﹤0.01%	944
2018 Q2	$40K	Buy	312 +12	+4%	+$1.58K	﹤0.01%	910
2018 Q1	$39K	Sell	300 -50	-14%	-$6.7K	﹤0.01%	903
2017 Q4	$45K	Hold	350	–	–	﹤0.01%	834
2017 Q3	$42K	Hold	350	–	–	0.01%	815
2017 Q2	$37K	Hold	350	–	–	﹤0.01%	788
2017 Q1	$38K	Hold	350	–	–	0.01%	732
2016 Q4	$41K	Sell	350 -250	-42%	-$29.1K	0.01%	653
2016 Q3	$70K	Buy	600 +250	+71%	+$28.6K	0.01%	482
2016 Q2	$35K	Sell	350 -150	-30%	-$15.4K	0.01%	588
2016 Q1	$53K	Sell	500 -122	-20%	-$13.5K	0.01%	494
2015 Q4	$77K	Buy	622 +2	+0.3%	+$247	0.02%	450
2015 Q3	$73K	Buy	620 +400	+182%	+$50.2K	0.02%	461
2015 Q2	$29K	Hold	220	–	–	0.01%	698
2015 Q1	$31K	Hold	220	–	–	0.01%	668
2014 Q4	$28K	Buy	220 +150	+214%	+$18K	0.01%	607
2014 Q3	$8K	Sell	70 -10	-13%	-$1.18K	﹤0.01%	813
2014 Q2	$10K	Hold	80	–	–	﹤0.01%	740
2014 Q1	$9K	Hold	80	–	–	﹤0.01%	706
2013 Q4	$10K	Buy	80 +10	+14%	+$1.26K	﹤0.01%	659
2013 Q3	$9K	Hold	70	–	–	﹤0.01%	628
2013 Q2	$8K	Buy	+70	New	+$8.18K	﹤0.01%	612

Other funds holding TM

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

GAM

Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Benjamin F. Edwards & Company's TM Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Toyota (TM) position steady in Q2 2024 at 52 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Benjamin F. Edwards & Company first reported a position in TM in Q2 2013 and has held it in 45 quarters since. The position peaked at $134K in Q4 2019. 600 funds tracked by Wall St. Rank hold TM as of Q2 2024.

Benjamin F. Edwards & Company held 52 shares of Toyota worth $11K as of Q2 2024.
Benjamin F. Edwards & Company left its Toyota share count unchanged in Q2 2024.
Toyota made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1707 holding.
Benjamin F. Edwards & Company first reported a position in Toyota in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's Toyota position peaked at $134K in Q4 2019.
600 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.