FPFS
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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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return