Laurel Wealth Planning’s Toyota TM Stock Holding History

Laurel Wealth Planning’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
2022 Q3	–	Sell	-124	Closed	-$19K	–	249
2022 Q2	$19K	Hold	124	–	–	0.01%	140
2022 Q1	$22K	Hold	124	–	–	0.01%	156
2021 Q4	$23K	Hold	124	–	–	0.02%	110
2021 Q3	$22K	Buy	+124	New	+$22.1K	0.02%	106

Other funds holding TM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Laurel Wealth Planning's TM Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Toyota (TM) in Q3 2022, closing a stake of 124 shares — an estimated $19K sold.

Laurel Wealth Planning first reported a position in TM in Q3 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

Laurel Wealth Planning reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Planning sold 124 Toyota shares in Q3 2022, an estimated $19K.
Laurel Wealth Planning first reported a position in Toyota in Q3 2021 and held it in 4 quarters.
Laurel Wealth Planning's Toyota position peaked at $23K in Q4 2021.
406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.