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Evolution Wealth Advisors’s Toyota TM Stock Holding History

Evolution Wealth 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
Q2 		– Sell
-85
Closed -$10K – 563
2020
Q1 		$10K Sell
85
-32
-27% -$4.27K ﹤0.01% 212
2019
Q4 		$16K Buy
117
+52
+80% +$7.26K ﹤0.01% 251
2019
Q3 		$9K Buy
+65
New +$8.52K ﹤0.01% 195

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Evolution Wealth Advisors's TM Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of Toyota (TM) in Q2 2020, closing a stake of 85 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in TM in Q3 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 332 funds tracked by Wall St. Rank hold TM as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining Toyota position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 85 Toyota shares in Q2 2020, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Toyota in Q3 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Toyota position peaked at $16K in Q4 2019.
  • 332 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.