MBE Wealth Management’s Toyota TM Stock Holding History

MBE 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
2020 Q2	–	Sell	-152	Closed	-$18K	–	464
2020 Q1	$18K	Buy	+152	New	+$20.3K	0.02%	231

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MBE Wealth Management's TM Position: Q2 2020 in Review

MBE Wealth Management sold out of Toyota (TM) in Q2 2020, closing a stake of 152 shares — an estimated $18K sold.

MBE Wealth Management first reported a position in TM in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 332 funds tracked by Wall St. Rank hold TM as of Q2 2020.

MBE Wealth Management reported no remaining Toyota position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 152 Toyota shares in Q2 2020, an estimated $18K.
MBE Wealth Management first reported a position in Toyota in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Toyota position peaked at $18K in Q1 2020.
332 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.