Icon Wealth Partners’s Toyota TM Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-279	Closed	-$33K	–	708
2019 Q1	$33K	Buy	+279	New	+$33.8K	0.01%	448
2018 Q3	–	Sell	-482	Closed	-$62K	–	684
2018 Q2	$62K	Buy	+482	New	+$63.5K	0.03%	329
2018 Q1	–	Sell	-482	Closed	-$61K	–	681
2017 Q4	$61K	Buy	+482	New	+$60.1K	0.03%	366

Other funds holding TM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Icon Wealth Partners's TM Position: Q2 2019 in Review

Icon Wealth Partners sold out of Toyota (TM) in Q2 2019, closing a stake of 279 shares — an estimated $33K sold.

Icon Wealth Partners first reported a position in TM in Q4 2017 and held it in 3 quarters. The position peaked at $62K in Q2 2018. 337 funds tracked by Wall St. Rank hold TM as of Q2 2019.

Icon Wealth Partners reported no remaining Toyota position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 279 Toyota shares in Q2 2019, an estimated $33K.
Icon Wealth Partners first reported a position in Toyota in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Toyota position peaked at $62K in Q2 2018.
337 funds tracked by Wall St. Rank held Toyota as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.