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Lumature Wealth Partners’s Toyota TM Stock Holding History

Lumature Wealth Partners’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
Q2 		$32.5K Hold
202
– – 0.02% 245
2023
Q1 		$28.6K Hold
202
– – 0.02% 251
2022
Q4 		$27.6K Hold
202
– – 0.02% 251
2022
Q3 		$26K Hold
202
– – 0.01% 265
2022
Q2 		$31K Sell
202
-29
-13% -$4.79K 0.01% 260
2022
Q1 		$42K Sell
231
-5
-2% -$935 0.02% 267
2021
Q4 		$44K Hold
236
– – 0.02% 234
2021
Q3 		$42K Hold
236
– – 0.02% 240
2021
Q2 		$41K Sell
236
-28
-11% -$4.6K 0.02% 243
2021
Q1 		$41K Buy
+264
New +$39.9K 0.02% 238

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lumature Wealth Partners's TM Position: Q2 2023 in Review

Lumature Wealth Partners held its Toyota (TM) position steady in Q2 2023 at 202 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #245.

Lumature Wealth Partners first reported a position in TM in Q1 2021 and has held it in 10 quarters since. The position peaked at $44K in Q4 2021. 449 funds tracked by Wall St. Rank hold TM as of Q2 2023.

  • Lumature Wealth Partners held 202 shares of Toyota worth $32.5K as of Q2 2023.
  • Lumature Wealth Partners left its Toyota share count unchanged in Q2 2023.
  • Toyota made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #245 holding.
  • Lumature Wealth Partners first reported a position in Toyota in Q1 2021 and has held it in 10 quarters since.
  • Lumature Wealth Partners's Toyota position peaked at $44K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Toyota as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.