Fiduciary Planning’s Toyota TM Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-33	Closed	-$5K	–	239
2021 Q1	$5K	Hold	33	–	–	0.01%	196
2020 Q4	$5K	Hold	33	–	–	0.01%	180
2020 Q3	$4K	Buy	+33	New	+$4.29K	0.01%	150

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Planning's TM Position: Q2 2021 in Review

Fiduciary Planning sold out of Toyota (TM) in Q2 2021, closing a stake of 33 shares — an estimated $5K sold.

Fiduciary Planning first reported a position in TM in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 418 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Fiduciary Planning reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 33 Toyota shares in Q2 2021, an estimated $5K.
Fiduciary Planning first reported a position in Toyota in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's Toyota position peaked at $5K in Q1 2021.
418 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.