Jeppson Wealth Management’s Toyota TM Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-778	Closed	-$103K	–	414
2020 Q3	$103K	Buy	+778	New	+$101K	0.08%	166

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

SCCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jeppson Wealth Management's TM Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Toyota (TM) in Q4 2020, closing a stake of 778 shares — an estimated $103K sold.

Jeppson Wealth Management first reported a position in TM in Q3 2020 and held it in 1 quarter. The position peaked at $103K in Q3 2020. 399 funds tracked by Wall St. Rank hold TM as of Q4 2020.

Jeppson Wealth Management reported no remaining Toyota position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 778 Toyota shares in Q4 2020, an estimated $103K.
Jeppson Wealth Management first reported a position in Toyota in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Toyota position peaked at $103K in Q3 2020.
399 funds tracked by Wall St. Rank held Toyota as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.