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Intercontinental Wealth Advisors’s Toyota TM Stock Holding History

Intercontinental 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
2023
Q1 		– Sell
-3,763
Closed -$514K – 313
2022
Q4 		$514K Buy
3,763
+25
+0.7% +$3.49K 0.15% 155
2022
Q3 		$487K Sell
3,738
-40
-1% -$6.07K 0.15% 151
2022
Q2 		$582K Hold
3,778
– – 0.16% 142
2022
Q1 		$681K Sell
3,778
-189
-5% -$35.3K 0.16% 136
2021
Q4 		$735K Buy
3,967
+123
+3% +$22.1K 0.15% 125
2021
Q3 		$683K Sell
3,844
-166
-4% -$29.6K 0.16% 123
2021
Q2 		$701K Buy
4,010
+74
+2% +$12.1K 0.14% 120
2021
Q1 		$614K Buy
3,936
+232
+6% +$35.1K 0.13% 135
2020
Q4 		$573K Buy
3,704
+658
+22% +$92K 0.14% 123
2020
Q3 		$403K Buy
3,046
+152
+5% +$19.8K 0.12% 134
2020
Q2 		$364K Buy
2,894
+234
+9% +$29K 0.12% 127
2020
Q1 		$319K Buy
2,660
+1,207
+83% +$161K 0.17% 112
2019
Q4 		$206K Sell
1,453
-1,231
-46% -$172K 0.17% 102
2019
Q3 		$361K Sell
2,684
-63
-2% -$8.25K 0.22% 86
2019
Q2 		$341K Sell
2,747
-54
-2% -$6.58K 0.18% 87
2019
Q1 		$331K Buy
2,801
+196
+8% +$23.7K 0.16% 91
2018
Q4 		$302K Sell
2,605
-183
-7% -$21.7K 0.17% 84
2018
Q3 		$347K Buy
2,788
+161
+6% +$20.4K 0.17% 87
2018
Q2 		$338K Hold
2,627
– – 0.19% 79
2018
Q1 		$342K Buy
2,627
+91
+4% +$12.2K 0.2% 80
2017
Q4 		$323K Buy
2,536
+262
+12% +$32.7K 0.18% 86
2017
Q3 		$271K Buy
+2,274
New +$258K 0.17% 99

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Intercontinental Wealth Advisors's TM Position: Q1 2023 in Review

Intercontinental Wealth Advisors sold out of Toyota (TM) in Q1 2023, closing a stake of 3,763 shares — an estimated $514K sold.

Intercontinental Wealth Advisors first reported a position in TM in Q3 2017 and held it in 22 quarters. The position peaked at $735K in Q4 2021. 421 funds tracked by Wall St. Rank hold TM as of Q1 2023.

  • Intercontinental Wealth Advisors reported no remaining Toyota position as of Q1 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 3,763 Toyota shares in Q1 2023, an estimated $514K.
  • Intercontinental Wealth Advisors first reported a position in Toyota in Q3 2017 and held it in 22 quarters.
  • Intercontinental Wealth Advisors's Toyota position peaked at $735K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held Toyota as of Q1 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.