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Institute for Wealth Management’s Toyota TM Stock Holding History

Institute for Wealth 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
Q1 		– Sell
-1,388
Closed -$215K – 485
2020
Q4 		$215K Sell
1,388
-174
-11% -$24.3K 0.04% 414
2020
Q3 		$207K Sell
1,562
-288
-16% -$37.5K 0.05% 392
2020
Q2 		$232K Sell
1,850
-87
-4% -$10.8K 0.06% 368
2020
Q1 		$232K Sell
1,937
-365
-16% -$48.7K 0.07% 340
2019
Q4 		$324K Sell
2,302
-164
-7% -$22.9K 0.07% 331
2019
Q3 		$332K Sell
2,466
-227
-8% -$29.7K 0.08% 309
2019
Q2 		$334K Buy
+2,693
New +$328K 0.07% 330

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Institute for Wealth Management's TM Position: Q1 2021 in Review

Institute for Wealth Management sold out of Toyota (TM) in Q1 2021, closing a stake of 1,388 shares — an estimated $215K sold.

Institute for Wealth Management first reported a position in TM in Q2 2019 and held it in 7 quarters. The position peaked at $334K in Q2 2019. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

  • Institute for Wealth Management reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 1,388 Toyota shares in Q1 2021, an estimated $215K.
  • Institute for Wealth Management first reported a position in Toyota in Q2 2019 and held it in 7 quarters.
  • Institute for Wealth Management's Toyota position peaked at $334K in Q2 2019.
  • 423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Institute for Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.