CFM Wealth Partners’s Toyota TM Stock Holding History

CFM Wealth Partners’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
2020 Q2	–	Sell	-242	Closed	-$29K	–	543
2020 Q1	$29K	Buy	+242	New	+$32.3K	0.01%	326

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

CFM Wealth Partners's TM Position: Q2 2020 in Review

CFM Wealth Partners sold out of Toyota (TM) in Q2 2020, closing a stake of 242 shares — an estimated $29K sold.

CFM Wealth Partners first reported a position in TM in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 332 funds tracked by Wall St. Rank hold TM as of Q2 2020.

CFM Wealth Partners reported no remaining Toyota position as of Q2 2020 after selling out during the quarter.
CFM Wealth Partners sold 242 Toyota shares in Q2 2020, an estimated $29K.
CFM Wealth Partners first reported a position in Toyota in Q1 2020 and held it in 1 quarter.
CFM Wealth Partners's Toyota position peaked at $29K in Q1 2020.
332 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.