FA
TM icon

Financial Advantage’s Toyota TM Stock Holding History

Financial Advantage’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
-102
Closed -$12K – 154
2020
Q2 		$12K Buy
+102
New +$12.6K 0.01% 115
2014
Q1 		– Sell
-300
Closed -$37K – 192
2013
Q4 		$37K Hold
300
– – 0.03% 87
2013
Q3 		$38K Hold
300
– – 0.03% 78
2013
Q2 		$36K Buy
+300
New +$35K 0.03% 79

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Financial Advantage's TM Position: Q3 2020 in Review

Financial Advantage sold out of Toyota (TM) in Q3 2020, closing a stake of 102 shares — an estimated $12K sold.

Financial Advantage first reported a position in TM in Q2 2013 and held it in 4 quarters. The position peaked at $38K in Q3 2013. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

  • Financial Advantage reported no remaining Toyota position as of Q3 2020 after selling out during the quarter.
  • Financial Advantage sold 102 Toyota shares in Q3 2020, an estimated $12K.
  • Financial Advantage first reported a position in Toyota in Q2 2013 and held it in 4 quarters.
  • Financial Advantage's Toyota position peaked at $38K in Q3 2013.
  • 340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.