Connectus Wealth’s Toyota TM Stock Holding History

Connectus Wealth’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 Q2	–	Sell	-5,452	Closed	-$1.02M	–	472
2022 Q1	$1.02M	Sell	5,452 -597	-10%	-$112K	0.03%	245
2021 Q4	$1.13M	Buy	+6,049	New	+$1.09M	0.04%	210

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Connectus Wealth's TM Position: Q2 2022 in Review

Connectus Wealth sold out of Toyota (TM) in Q2 2022, closing a stake of 5,452 shares — an estimated $1.02M sold.

Connectus Wealth first reported a position in TM in Q4 2021 and held it in 2 quarters. The position peaked at $1.13M in Q4 2021. 443 funds tracked by Wall St. Rank hold TM as of Q2 2022.

Connectus Wealth reported no remaining Toyota position as of Q2 2022 after selling out during the quarter.
Connectus Wealth sold 5,452 Toyota shares in Q2 2022, an estimated $1.02M.
Connectus Wealth first reported a position in Toyota in Q4 2021 and held it in 2 quarters.
Connectus Wealth's Toyota position peaked at $1.13M in Q4 2021.
443 funds tracked by Wall St. Rank held Toyota as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.