Centaurus Financial’s Toyota TM Stock Holding History

Centaurus Financial’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
2023 Q2	–	Sell	-1,000	Closed	-$142K	–	909
2023 Q1	$142K	Hold	1,000	–	–	0.01%	760
2022 Q4	$137K	Hold	1,000	–	–	0.01%	702
2022 Q3	$130K	Hold	1,000	–	–	0.01%	730
2022 Q2	$154K	Hold	1,000	–	–	0.02%	703
2022 Q1	$180K	Hold	1,000	–	–	0.01%	700
2021 Q4	$185K	Hold	1,000	–	–	0.01%	702
2021 Q3	$178K	Hold	1,000	–	–	0.01%	688
2021 Q2	$175K	Hold	1,000	–	–	0.01%	708
2021 Q1	$156K	Hold	1,000	–	–	0.02%	654
2020 Q4	$155K	Hold	1,000	–	–	0.02%	618
2020 Q3	$132K	Buy	+1,000	New	+$130K	0.02%	547
2018 Q3	–	Sell	-367	Closed	-$47K	–	1904
2018 Q2	$47K	Buy	+367	New	+$48.4K	0.01%	960

Other funds holding TM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Centaurus Financial's TM Position: Q2 2023 in Review

Centaurus Financial sold out of Toyota (TM) in Q2 2023, closing a stake of 1,000 shares — an estimated $142K sold.

Centaurus Financial first reported a position in TM in Q2 2018 and held it in 12 quarters. The position peaked at $185K in Q4 2021. 448 funds tracked by Wall St. Rank hold TM as of Q2 2023.

Centaurus Financial reported no remaining Toyota position as of Q2 2023 after selling out during the quarter.
Centaurus Financial sold 1,000 Toyota shares in Q2 2023, an estimated $142K.
Centaurus Financial first reported a position in Toyota in Q2 2018 and held it in 12 quarters.
Centaurus Financial's Toyota position peaked at $185K in Q4 2021.
448 funds tracked by Wall St. Rank held Toyota as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.