Certified Advisory Corp’s Toyota TM Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-107	Closed	-$17K	–	682
2021 Q1	$17K	Buy	+107	New	+$16.2K	﹤0.01%	530
2020 Q2	$13K	Buy	105 +1	+1%	+$124	﹤0.01%	513
2020 Q1	$12K	Hold	104	–	–	﹤0.01%	507
2019 Q4	$15K	Buy	104 +1	+1%	+$140	﹤0.01%	533
2019 Q3	$14K	Hold	103	–	–	﹤0.01%	538
2019 Q2	$13K	Buy	103 +2	+2%	+$244	﹤0.01%	550
2019 Q1	$12K	Hold	101	–	–	0.01%	531
2018 Q4	$12K	Buy	101 +1	+1%	+$118	0.01%	516
2018 Q3	$12K	Hold	100	–	–	0.01%	546
2018 Q2	$13K	Hold	100	–	–	0.01%	509
2018 Q1	$13K	Hold	100	–	–	0.01%	478
2017 Q4	$12K	Buy	+100	New	+$12.5K	0.01%	451

Other funds holding TM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

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

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

Certified Advisory Corp's TM Position: Q2 2021 in Review

Certified Advisory Corp sold out of Toyota (TM) in Q2 2021, closing a stake of 107 shares — an estimated $17K sold.

Certified Advisory Corp first reported a position in TM in Q4 2017 and held it in 12 quarters. The position peaked at $17K in Q1 2021. 418 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Certified Advisory Corp reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 107 Toyota shares in Q2 2021, an estimated $17K.
Certified Advisory Corp first reported a position in Toyota in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Toyota position peaked at $17K in Q1 2021.
418 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.