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Johanson Financial Advisors’s Toyota TM Stock Holding History

Johanson 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
2021
Q4 		$287K Buy
1,547
+15
+1% +$2.7K 0.09% 108
2021
Q3 		$272K Buy
1,532
+14
+0.9% +$2.5K 0.09% 103
2021
Q2 		$272K Buy
1,518
+34
+2% +$5.58K 0.09% 101
2021
Q1 		$232K Buy
1,484
+25
+2% +$3.78K 0.08% 102
2020
Q4 		$226K Buy
+1,459
New +$204K 0.09% 99
2020
Q2 		– Sell
-1,753
Closed -$210K – 99
2020
Q1 		$210K Sell
1,753
-251,037
-99% -$33.5M 0.12% 90
2019
Q4 		$1.8M Buy
252,790
+251,012
+14,118% +$35.1M 0.09% 107
2019
Q3 		$238K Sell
1,778
-908
-34% -$119K 0.12% 87
2019
Q2 		$333K Sell
2,686
-3
-0.1% -$366 0.18% 75
2019
Q1 		$314K Buy
2,689
+32
+1% +$3.87K 0.18% 75
2018
Q4 		$308K Buy
2,657
+265
+11% +$31.4K 0.21% 74
2018
Q3 		$298K Hold
2,392
– – 0.17% 78
2018
Q2 		$308K Buy
2,392
+35
+1% +$4.61K 0.2% 72
2018
Q1 		$308K Buy
2,357
+42
+2% +$5.63K 0.2% 74
2017
Q4 		$294K Sell
2,315
-98
-4% -$12.2K 0.19% 75
2017
Q3 		$287K Sell
2,413
-94
-4% -$10.7K 0.21% 71
2017
Q2 		$264K Sell
2,507
-214
-8% -$22.9K 0.22% 71
2017
Q1 		$294K Buy
+2,721
New +$312K 0.26% 70
2016
Q4 		– Sell
-3,650
Closed -$419K – 55
2016
Q3 		$419K Buy
3,650
+90
+3% +$10.3K 0.45% 49
2016
Q2 		$352K Buy
3,560
+223
+7% +$22.9K 0.41% 51
2016
Q1 		$354K Buy
3,337
+269
+9% +$29.7K 0.44% 50
2015
Q4 		$378K Buy
+3,068
New +$379K 0.49% 46

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Johanson Financial Advisors's TM Position: Q4 2021 in Review

Johanson Financial Advisors increased its Toyota (TM) stake by 0.98% in Q4 2021, buying an estimated $2.7K and bringing the position to 1,547 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #108.

Johanson Financial Advisors first reported a position in TM in Q4 2015 and has held it in 22 quarters since. The position peaked at $1.8M in Q4 2019. 461 funds tracked by Wall St. Rank hold TM as of Q4 2021.

  • Johanson Financial Advisors held 1,547 shares of Toyota worth $287K as of Q4 2021.
  • Johanson Financial Advisors bought 15 Toyota shares in Q4 2021, an estimated $2.7K.
  • Toyota made up 0.09% of Johanson Financial Advisors's portfolio in Q4 2021, its #108 holding.
  • Johanson Financial Advisors first reported a position in Toyota in Q4 2015 and has held it in 22 quarters since.
  • Johanson Financial Advisors's Toyota position peaked at $1.8M in Q4 2019.
  • 461 funds tracked by Wall St. Rank held Toyota as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.