HWAM
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Hennion & Walsh Asset Management’s Toyota TM Stock Holding History

Hennion & Walsh Asset Management’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
Q4 		– Sell
-1,481
Closed -$263K – 786
2021
Q3 		$263K Sell
1,481
-584
-28% -$104K 0.01% 654
2021
Q2 		$361K Sell
2,065
-432
-17% -$70.9K 0.02% 575
2021
Q1 		$390K Buy
+2,497
New +$378K 0.02% 541

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hennion & Walsh Asset Management's TM Position: Q4 2021 in Review

Hennion & Walsh Asset Management sold out of Toyota (TM) in Q4 2021, closing a stake of 1,481 shares — an estimated $263K sold.

Hennion & Walsh Asset Management first reported a position in TM in Q1 2021 and held it in 3 quarters. The position peaked at $390K in Q1 2021. 461 funds tracked by Wall St. Rank hold TM as of Q4 2021.

  • Hennion & Walsh Asset Management reported no remaining Toyota position as of Q4 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 1,481 Toyota shares in Q4 2021, an estimated $263K.
  • Hennion & Walsh Asset Management first reported a position in Toyota in Q1 2021 and held it in 3 quarters.
  • Hennion & Walsh Asset Management's Toyota position peaked at $390K in Q1 2021.
  • 461 funds tracked by Wall St. Rank held Toyota as of Q4 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.