Burt Wealth Advisors’s Toyota TM Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-256	Closed	-$40K	–	334
2020 Q4	$40K	Buy	256 +6	+2%	+$839	0.01%	197
2020 Q3	$33K	Hold	250	–	–	0.01%	207
2020 Q2	$31K	Hold	250	–	–	0.01%	207
2020 Q1	$30K	Hold	250	–	–	0.01%	201
2019 Q4	$35K	Hold	250	–	–	0.01%	196
2019 Q3	$34K	Hold	250	–	–	0.01%	199
2019 Q2	$31K	Hold	250	–	–	0.01%	201
2019 Q1	$30K	Hold	250	–	–	0.01%	207
2018 Q4	$29K	Hold	250	–	–	0.01%	207
2018 Q3	$31K	Hold	250	–	–	0.01%	218
2018 Q2	$32K	Hold	250	–	–	0.02%	210
2018 Q1	$33K	Hold	250	–	–	0.02%	216
2017 Q4	$32K	Hold	250	–	–	0.02%	215
2017 Q3	$30K	Buy	+250	New	+$28.3K	0.02%	213
2016 Q3	–	Sell	-50	Closed	-$4K	–	426
2016 Q2	$4K	Sell	50 -190	-79%	-$19.5K	﹤0.01%	334
2016 Q1	$26K	Buy	240 +30	+14%	+$3.31K	0.02%	220
2015 Q4	$25K	Sell	210 -197	-48%	-$24.4K	0.02%	187
2015 Q3	$22K	Buy	407 +257	+171%	+$32.2K	0.03%	176
2015 Q2	$21K	Buy	+150	New	+$20.7K	0.02%	203

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Burt Wealth Advisors's TM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Toyota (TM) in Q1 2021, closing a stake of 256 shares — an estimated $40K sold.

Burt Wealth Advisors first reported a position in TM in Q2 2015 and held it in 19 quarters. The position peaked at $40K in Q4 2020. 424 funds tracked by Wall St. Rank hold TM as of Q1 2021.

Burt Wealth Advisors reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 256 Toyota shares in Q1 2021, an estimated $40K.
Burt Wealth Advisors first reported a position in Toyota in Q2 2015 and held it in 19 quarters.
Burt Wealth Advisors's Toyota position peaked at $40K in Q4 2020.
424 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.