Berkeley Capital Partners’s Toyota TM Stock Holding History

Berkeley Capital 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
2022 Q3	–	Sell	-4,262	Closed	-$657K	–	138
2022 Q2	$657K	Buy	4,262 +1,047	+33%	+$173K	0.27%	69
2022 Q1	$580K	Buy	+3,215	New	+$601K	0.23%	88

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

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

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

Berkeley Capital Partners's TM Position: Q3 2022 in Review

Berkeley Capital Partners sold out of Toyota (TM) in Q3 2022, closing a stake of 4,262 shares — an estimated $657K sold.

Berkeley Capital Partners first reported a position in TM in Q1 2022 and held it in 2 quarters. The position peaked at $657K in Q2 2022. 406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

Berkeley Capital Partners reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
Berkeley Capital Partners sold 4,262 Toyota shares in Q3 2022, an estimated $657K.
Berkeley Capital Partners first reported a position in Toyota in Q1 2022 and held it in 2 quarters.
Berkeley Capital Partners's Toyota position peaked at $657K in Q2 2022.
406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Berkeley Capital Partners's 13F filing for Q3 2022, filed 4 Nov 2022.