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Burleson & Co’s Toyota TM Stock Holding History

Burleson & Co’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
2021
Q3 		– Sell
-50
Closed -$9K – 398
2021
Q2 		$9K Buy
+50
New +$8.21K ﹤0.01% 270

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burleson & Co's TM Position: Q3 2021 in Review

Burleson & Co sold out of Toyota (TM) in Q3 2021, closing a stake of 50 shares — an estimated $9K sold.

Burleson & Co first reported a position in TM in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 427 funds tracked by Wall St. Rank hold TM as of Q3 2021.

  • Burleson & Co reported no remaining Toyota position as of Q3 2021 after selling out during the quarter.
  • Burleson & Co sold 50 Toyota shares in Q3 2021, an estimated $9K.
  • Burleson & Co first reported a position in Toyota in Q2 2021 and held it in 1 quarter.
  • Burleson & Co's Toyota position peaked at $9K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held Toyota as of Q3 2021.

Based on Burleson & Co's 13F filing for Q3 2021, filed 2 Nov 2021.