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Liberty Wealth Management’s Toyota TM Stock Holding History

Liberty Wealth Management’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 		– Sell
-42
Closed -$8K – 1010
2021
Q3 		$8K Buy
42
+10
+31% +$1.78K ﹤0.01% 875
2021
Q2 		$6K Sell
32
-8
-20% -$1.31K ﹤0.01% 769
2021
Q1 		$5K Hold
40
– – ﹤0.01% 710
2020
Q4 		$5K Buy
40
+18
+82% +$2.52K ﹤0.01% 705
2020
Q3 		$3K Hold
22
– – ﹤0.01% 724
2020
Q2 		$3K Hold
22
– – ﹤0.01% 708
2020
Q1 		$3K Hold
22
– – ﹤0.01% 697
2019
Q4 		$3K Hold
22
– – ﹤0.01% 744
2019
Q3 		$3K Hold
22
– – ﹤0.01% 711
2019
Q2 		$3K Hold
22
– – ﹤0.01% 732
2019
Q1 		$2K Hold
22
– – ﹤0.01% 645
2018
Q4 		$2K Buy
+22
New +$2.61K ﹤0.01% 687

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

Liberty Wealth Management's TM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Toyota (TM) in Q4 2021, closing a stake of 42 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in TM in Q4 2018 and held it in 12 quarters. The position peaked at $8K in Q3 2021. 461 funds tracked by Wall St. Rank hold TM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Toyota position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 42 Toyota shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in Toyota in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Toyota position peaked at $8K in Q3 2021.
  • 461 funds tracked by Wall St. Rank held Toyota as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.