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JNBA Financial Advisors’s Toyota TM Stock Holding History

JNBA Financial 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
Q4 		– Sell
-30
Closed -$5.39K – 747
2023
Q3 		$5.39K Buy
+30
New +$5.12K ﹤0.01% 532
2022
Q3 		– Sell
-48
Closed -$7K – 753
2022
Q2 		$7K Buy
+48
New +$7.93K ﹤0.01% 533
2016
Q4 		– Sell
-2,846
Closed -$330K – 1261
2016
Q3 		$330K Buy
+2,846
New +$326K 0.05% 150

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.31B AUM 17.03% 1-Year Est. Return

JNBA Financial Advisors's TM Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Toyota (TM) in Q4 2023, closing a stake of 30 shares — an estimated $5.39K sold.

JNBA Financial Advisors first reported a position in TM in Q3 2016 and held it in 3 quarters. The position peaked at $330K in Q3 2016. 532 funds tracked by Wall St. Rank hold TM as of Q4 2023.

  • JNBA Financial Advisors reported no remaining Toyota position as of Q4 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 30 Toyota shares in Q4 2023, an estimated $5.39K.
  • JNBA Financial Advisors first reported a position in Toyota in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's Toyota position peaked at $330K in Q3 2016.
  • 532 funds tracked by Wall St. Rank held Toyota as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.