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Buckingham Strategic Wealth’s Toyota TM Stock Holding History

Buckingham Strategic 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
2024
Q2 		$819K Sell
3,997
-262
-6% -$58K 0.01% 367
2024
Q1 		$1.07M Sell
4,259
-7,074
-62% -$1.57M 0.01% 321
2023
Q4 		$2.08M Sell
11,333
-3,792
-25% -$691K 0.02% 228
2023
Q3 		$2.72M Buy
15,125
+130
+0.9% +$22.2K 0.04% 184
2023
Q2 		$2.41M Buy
+14,995
New +$2.16M 0.03% 198
2022
Q4 		– Sell
-2,140
Closed -$279K – 662
2022
Q3 		$279K Buy
+2,140
New +$325K 0.01% 483

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Buckingham Strategic Wealth's TM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Toyota (TM) stake by 6.2% in Q2 2024, selling an estimated $58K and leaving 3,997 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #367.

Buckingham Strategic Wealth first reported a position in TM in Q3 2022 and has held it in 6 quarters since. The position peaked at $2.72M in Q3 2023. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • Buckingham Strategic Wealth held 3,997 shares of Toyota worth $819K as of Q2 2024.
  • Buckingham Strategic Wealth sold 262 Toyota shares in Q2 2024, an estimated $58K.
  • Toyota made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #367 holding.
  • Buckingham Strategic Wealth first reported a position in Toyota in Q3 2022 and has held it in 6 quarters since.
  • Buckingham Strategic Wealth's Toyota position peaked at $2.72M in Q3 2023.
  • 599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.