Heritage Wealth Advisors’s Toyota TM Stock Holding History

Heritage 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
2020 Q1	–	Sell	-32	Closed	-$4.5K	–	575
2019 Q4	$4.5K	Buy	+32	New	+$4.47K	﹤0.01%	447

Other funds holding TM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Heritage Wealth Advisors's TM Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Toyota (TM) in Q1 2020, closing a stake of 32 shares — an estimated $4.5K sold.

Heritage Wealth Advisors first reported a position in TM in Q4 2019 and held it in 1 quarter. The position peaked at $4.5K in Q4 2019. 352 funds tracked by Wall St. Rank hold TM as of Q1 2020.

Heritage Wealth Advisors reported no remaining Toyota position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 32 Toyota shares in Q1 2020, an estimated $4.5K.
Heritage Wealth Advisors first reported a position in Toyota in Q4 2019 and held it in 1 quarter.
Heritage Wealth Advisors's Toyota position peaked at $4.5K in Q4 2019.
352 funds tracked by Wall St. Rank held Toyota as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.