Crewe Advisors’s Toyota TM Stock Holding History

Crewe Advisors’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 Q4	–	Sell	-21	Closed	-$3K	–	634
2020 Q3	$3K	Buy	+21	New	+$2.73K	﹤0.01%	457

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

Crewe Advisors's TM Position: Q4 2020 in Review

Crewe Advisors sold out of Toyota (TM) in Q4 2020, closing a stake of 21 shares — an estimated $3K sold.

Crewe Advisors first reported a position in TM in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 399 funds tracked by Wall St. Rank hold TM as of Q4 2020.

Crewe Advisors reported no remaining Toyota position as of Q4 2020 after selling out during the quarter.
Crewe Advisors sold 21 Toyota shares in Q4 2020, an estimated $3K.
Crewe Advisors first reported a position in Toyota in Q3 2020 and held it in 1 quarter.
Crewe Advisors's Toyota position peaked at $3K in Q3 2020.
399 funds tracked by Wall St. Rank held Toyota as of Q4 2020.

Based on Crewe Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.