BOPW
TM icon

Brandywine Oak Private Wealth’s Toyota TM Stock Holding History

Brandywine Oak Private Wealth’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
Q4 		– Sell
-1,726
Closed -$224K – 293
2022
Q3 		$224K Buy
1,726
+314
+22% +$47.6K 0.03% 269
2022
Q2 		$217K Buy
1,412
+44
+3% +$7.27K 0.03% 298
2022
Q1 		$246K Sell
1,368
-8
-0.6% -$1.5K 0.03% 303
2021
Q4 		$254K Sell
1,376
-27
-2% -$4.86K 0.03% 303
2021
Q3 		$248K Hold
1,403
– – 0.03% 287
2021
Q2 		$245K Sell
1,403
-353
-20% -$57.9K 0.03% 292
2021
Q1 		$274K Sell
1,756
-113
-6% -$17.1K 0.04% 224
2020
Q4 		$288K Sell
1,869
-579
-24% -$80.9K 0.04% 202
2020
Q3 		$324K Buy
2,448
+57
+2% +$7.41K 0.05% 178
2020
Q2 		$300K Sell
2,391
-383
-14% -$47.5K 0.05% 176
2020
Q1 		$333K Buy
2,774
+407
+17% +$54.3K 0.07% 146
2019
Q4 		$332K Buy
2,367
+50
+2% +$6.99K 0.06% 170
2019
Q3 		$311K Buy
+2,317
New +$304K 0.06% 163
2019
Q1 		– Sell
-30
Closed -$3K – 582
2018
Q4 		$3K Buy
+30
New +$3.55K ﹤0.01% 629

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
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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brandywine Oak Private Wealth's TM Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Toyota (TM) in Q4 2022, closing a stake of 1,726 shares — an estimated $224K sold.

Brandywine Oak Private Wealth first reported a position in TM in Q4 2018 and held it in 14 quarters. The position peaked at $333K in Q1 2020. 432 funds tracked by Wall St. Rank hold TM as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining Toyota position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,726 Toyota shares in Q4 2022, an estimated $224K.
  • Brandywine Oak Private Wealth first reported a position in Toyota in Q4 2018 and held it in 14 quarters.
  • Brandywine Oak Private Wealth's Toyota position peaked at $333K in Q1 2020.
  • 432 funds tracked by Wall St. Rank held Toyota as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.