EWP
TM icon

Engrave Wealth Partners’s Toyota TM Stock Holding History

Engrave 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
Q3 		– Sell
-250
Closed -$31K – 386
2020
Q2 		$31K Hold
250
– – 0.03% 144
2020
Q1 		$29K Hold
250
– – 0.03% 126
2019
Q4 		$35K Buy
+250
New +$34.9K 0.03% 159

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Engrave Wealth Partners's TM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Toyota (TM) in Q3 2020, closing a stake of 250 shares — an estimated $31K sold.

Engrave Wealth Partners first reported a position in TM in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Toyota position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 250 Toyota shares in Q3 2020, an estimated $31K.
  • Engrave Wealth Partners first reported a position in Toyota in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Toyota position peaked at $35K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.