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Joseph P. Lucia & Associates’s Toyota TM Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q3 		– Sell
-13
Closed -$2K – 476
2019
Q2 		$2K Sell
13
-1,576
-99% -$192K ﹤0.01% 411
2019
Q1 		$13 Buy
+1,589
New +$192K ﹤0.01% 328

Other funds holding TM

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Renaissance Technologies
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's TM Position: Q3 2019 in Review

Joseph P. Lucia & Associates sold out of Toyota (TM) in Q3 2019, closing a stake of 13 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in TM in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 324 funds tracked by Wall St. Rank hold TM as of Q3 2019.

  • Joseph P. Lucia & Associates reported no remaining Toyota position as of Q3 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 13 Toyota shares in Q3 2019, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Toyota in Q1 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Toyota position peaked at $2K in Q2 2019.
  • 324 funds tracked by Wall St. Rank held Toyota as of Q3 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2019, filed 15 Oct 2019.