Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Toyota TM Stock Holding History

Legacy Financial Group (Iowa)’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
-121
Closed -$21.7K – 467
2023
Q3 		$21.7K Buy
+121
New +$20.7K 0.01% 260

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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

Legacy Financial Group (Iowa)'s TM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Toyota (TM) in Q4 2023, closing a stake of 121 shares — an estimated $21.7K sold.

Legacy Financial Group (Iowa) first reported a position in TM in Q3 2023 and held it in 1 quarter. The position peaked at $21.7K in Q3 2023. 532 funds tracked by Wall St. Rank hold TM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Toyota position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 121 Toyota shares in Q4 2023, an estimated $21.7K.
  • Legacy Financial Group (Iowa) first reported a position in Toyota in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Toyota position peaked at $21.7K in Q3 2023.
  • 532 funds tracked by Wall St. Rank held Toyota as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.