First Personal Financial Services’s Toyota TM Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-100	Closed	-$15K	–	325
2020 Q4	$15K	Buy	+100	New	+$14K	﹤0.01%	262
2018 Q2	–	Sell	-6	Closed	-$1K	–	908
2018 Q1	$1K	Buy	+6	New	+$804	﹤0.01%	1017
2017 Q2	–	Sell	-259	Closed	-$28K	–	878
2017 Q1	$28K	Hold	259	–	–	0.01%	512
2016 Q4	$30K	Hold	259	–	–	0.01%	472
2016 Q3	$30K	Sell	259 -81	-24%	-$9.27K	0.01%	364
2016 Q2	$34K	Buy	+340	New	+$34.9K	0.01%	337
2015 Q4	–	Sell	-26	Closed	-$4K	–	489
2015 Q3	$4K	Hold	26	–	–	﹤0.01%	349
2015 Q2	$4K	Hold	26	–	–	﹤0.01%	346
2015 Q1	$4K	Hold	26	–	–	﹤0.01%	358
2014 Q4	$3K	Buy	+26	New	+$3.12K	﹤0.01%	343

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

First Personal Financial Services's TM Position: Q1 2021 in Review

First Personal Financial Services sold out of Toyota (TM) in Q1 2021, closing a stake of 100 shares — an estimated $15K sold.

First Personal Financial Services first reported a position in TM in Q4 2014 and held it in 10 quarters. The position peaked at $34K in Q2 2016. 424 funds tracked by Wall St. Rank hold TM as of Q1 2021.

First Personal Financial Services reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
First Personal Financial Services sold 100 Toyota shares in Q1 2021, an estimated $15K.
First Personal Financial Services first reported a position in Toyota in Q4 2014 and held it in 10 quarters.
First Personal Financial Services's Toyota position peaked at $34K in Q2 2016.
424 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on First Personal Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.