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Graves Light Lenhart Wealth’s Toyota TM Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-68
Closed -$10K – 554
2022
Q2 		$10K Hold
68
– – ﹤0.01% 487
2022
Q1 		$12K Sell
68
-442
-87% -$82.7K ﹤0.01% 517
2021
Q4 		$95K Sell
510
-14
-3% -$2.52K 0.01% 310
2021
Q3 		$93K Sell
524
-54
-9% -$9.64K 0.01% 288
2021
Q2 		$101K Hold
578
– – 0.02% 280
2021
Q1 		$90K Hold
578
– – 0.02% 297
2020
Q4 		$89K Buy
+578
New +$80.8K 0.02% 287

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Graves Light Lenhart Wealth's TM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Toyota (TM) in Q3 2022, closing a stake of 68 shares — an estimated $10K sold.

Graves Light Lenhart Wealth first reported a position in TM in Q4 2020 and held it in 7 quarters. The position peaked at $101K in Q2 2021. 406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 68 Toyota shares in Q3 2022, an estimated $10K.
  • Graves Light Lenhart Wealth first reported a position in Toyota in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Toyota position peaked at $101K in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.