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Brewin Dolphin Wealth Management’s Toyota TM Stock Holding History

Brewin Dolphin 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
-32
Closed -$6K – 384
2022
Q1 		$6K Buy
+32
New +$5.98K ﹤0.01% 312
2019
Q2 		– Sell
-350
Closed -$41.3K – 198
2019
Q1 		$41.3K Hold
350
– – 0.02% 115
2018
Q4 		$40.6K Hold
350
– – 0.02% 110
2018
Q3 		$43.5K Hold
350
– – 0.02% 115
2018
Q2 		$45.1K Hold
350
– – 0.03% 109
2018
Q1 		$45.6K Hold
350
– – 0.03% 109
2017
Q4 		$44.5K Hold
350
– – 0.03% 108
2017
Q3 		$41.7K Buy
+350
New +$39.7K 0.03% 102

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

Brewin Dolphin Wealth Management's TM Position: Q2 2022 in Review

Brewin Dolphin Wealth Management sold out of Toyota (TM) in Q2 2022, closing a stake of 32 shares — an estimated $6K sold.

Brewin Dolphin Wealth Management first reported a position in TM in Q3 2017 and held it in 8 quarters. The position peaked at $45.6K in Q1 2018. 444 funds tracked by Wall St. Rank hold TM as of Q2 2022.

  • Brewin Dolphin Wealth Management reported no remaining Toyota position as of Q2 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 32 Toyota shares in Q2 2022, an estimated $6K.
  • Brewin Dolphin Wealth Management first reported a position in Toyota in Q3 2017 and held it in 8 quarters.
  • Brewin Dolphin Wealth Management's Toyota position peaked at $45.6K in Q1 2018.
  • 444 funds tracked by Wall St. Rank held Toyota as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.