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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return