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Genesis Wealth Advisors’s Toyota TM Stock Holding History

Genesis 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
2015
Q2 		$3.34K Hold
25
– – ﹤0.01% 444
2015
Q1 		$3.46K Hold
25
– – ﹤0.01% 407
2014
Q4 		$3.42K Buy
+25
New +$3K ﹤0.01% 437

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Genesis Wealth Advisors's TM Position: Q2 2015 in Review

Genesis Wealth Advisors held its Toyota (TM) position steady in Q2 2015 at 25 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Genesis Wealth Advisors first reported a position in TM in Q4 2014 and has held it in 3 quarters since. The position peaked at $3.46K in Q1 2015. 368 funds tracked by Wall St. Rank hold TM as of Q2 2015.

  • Genesis Wealth Advisors held 25 shares of Toyota worth $3.34K as of Q2 2015.
  • Genesis Wealth Advisors left its Toyota share count unchanged in Q2 2015.
  • Toyota made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #444 holding.
  • Genesis Wealth Advisors first reported a position in Toyota in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Toyota position peaked at $3.46K in Q1 2015.
  • 368 funds tracked by Wall St. Rank held Toyota as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.