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Global Wealth Management Investment Advisory’s Toyota TM Stock Holding History

Global Wealth Management Investment Advisory’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
-100
Closed -$13K – 620
2020
Q2 		$13K Hold
100
– – 0.01% 324
2020
Q1 		$12K Hold
100
– – 0.01% 312
2019
Q4 		$14K Hold
100
– – 0.01% 311
2019
Q3 		$13K Hold
100
– – 0.01% 295
2019
Q2 		$12K Hold
100
– – 0.01% 344
2019
Q1 		$12K Hold
100
– – 0.01% 359
2018
Q4 		$12K Buy
+100
New +$11.8K 0.01% 358

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Global Wealth Management Investment Advisory's TM Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Toyota (TM) in Q3 2020, closing a stake of 100 shares — an estimated $13K sold.

Global Wealth Management Investment Advisory first reported a position in TM in Q4 2018 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Toyota position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Toyota shares in Q3 2020, an estimated $13K.
  • Global Wealth Management Investment Advisory first reported a position in Toyota in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Toyota position peaked at $14K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.