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Lighthouse Financial Advisors’s Toyota TM Stock Holding History

Lighthouse Financial Advisors’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
2020
Q1 		– Sell
-80
Closed -$11K – 250
2019
Q4 		$11K Buy
+80
New +$11.2K 0.01% 186

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lighthouse Financial Advisors's TM Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Toyota (TM) in Q1 2020, closing a stake of 80 shares — an estimated $11K sold.

Lighthouse Financial Advisors first reported a position in TM in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 352 funds tracked by Wall St. Rank hold TM as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Toyota position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 80 Toyota shares in Q1 2020, an estimated $11K.
  • Lighthouse Financial Advisors first reported a position in Toyota in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Toyota position peaked at $11K in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Toyota as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.