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Legacy Wealth Planning’s Toyota TM Stock Holding History

Legacy 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
-1,500
Closed -$231K – 95
2022
Q2 		$231K Hold
1,500
– – 0.33% 78
2022
Q1 		$270K Hold
1,500
– – 0.32% 64
2021
Q4 		$278K Hold
1,500
– – 0.32% 66
2021
Q3 		$267K Hold
1,500
– – 0.3% 76
2021
Q2 		$262K Hold
1,500
– – 0.3% 72
2021
Q1 		$234K Hold
1,500
– – 0.3% 78
2020
Q4 		$232K Buy
+1,500
New +$210K 0.3% 71
2020
Q1 		– Sell
-1,500
Closed -$211K – 85
2019
Q4 		$211K Buy
+1,500
New +$210K 0.24% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Legacy Wealth Planning sold out of Toyota (TM) in Q3 2022, closing a stake of 1,500 shares — an estimated $231K sold.

Legacy Wealth Planning first reported a position in TM in Q4 2019 and held it in 8 quarters. The position peaked at $278K in Q4 2021. 407 funds tracked by Wall St. Rank hold TM as of Q3 2022.

  • Legacy Wealth Planning reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 1,500 Toyota shares in Q3 2022, an estimated $231K.
  • Legacy Wealth Planning first reported a position in Toyota in Q4 2019 and held it in 8 quarters.
  • Legacy Wealth Planning's Toyota position peaked at $278K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.