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Capital Financial Services’s Toyota TM Stock Holding History

Capital Financial Services’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
Q4 		$919K Sell
6,730
-425
-6% -$59.3K 1.27% 27
2022
Q3 		$932K Sell
7,155
-100
-1% -$15.2K 1.38% 25
2022
Q2 		$1.12M Hold
7,255
– – 1.58% 19
2022
Q1 		$1.31M Hold
7,255
– – 1.54% 21
2021
Q4 		$1.34M Buy
7,255
+25
+0.3% +$4.5K 1.47% 22
2021
Q3 		$1.28M Buy
+7,230
New +$1.29M 1.57% 24

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Financial Services's TM Position: Q4 2022 in Review

Capital Financial Services reduced its Toyota (TM) stake by 5.9% in Q4 2022, selling an estimated $59.3K and leaving 6,730 shares worth $919K. The position accounts for 1.27% of the portfolio, ranked #27.

Capital Financial Services first reported a position in TM in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2021. 432 funds tracked by Wall St. Rank hold TM as of Q4 2022.

  • Capital Financial Services held 6,730 shares of Toyota worth $919K as of Q4 2022.
  • Capital Financial Services sold 425 Toyota shares in Q4 2022, an estimated $59.3K.
  • Toyota made up 1.27% of Capital Financial Services's portfolio in Q4 2022, its #27 holding.
  • Capital Financial Services first reported a position in Toyota in Q3 2021 and has held it in 6 quarters since.
  • Capital Financial Services's Toyota position peaked at $1.34M in Q4 2021.
  • 432 funds tracked by Wall St. Rank held Toyota as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.