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Blue Bell Private Wealth Management’s Toyota TM Stock Holding History

Blue Bell Private Wealth Management’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
-50
Closed -$9K – 885
2022
Q1 		$9K Hold
50
– – ﹤0.01% 444
2021
Q4 		$9K Buy
+50
New +$8.99K ﹤0.01% 429

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blue Bell Private Wealth Management's TM Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of Toyota (TM) in Q2 2022, closing a stake of 50 shares — an estimated $9K sold.

Blue Bell Private Wealth Management first reported a position in TM in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 444 funds tracked by Wall St. Rank hold TM as of Q2 2022.

  • Blue Bell Private Wealth Management reported no remaining Toyota position as of Q2 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 50 Toyota shares in Q2 2022, an estimated $9K.
  • Blue Bell Private Wealth Management first reported a position in Toyota in Q4 2021 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Toyota position peaked at $9K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Toyota as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.