Money Concepts Capital’s Toyota TM Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-756	Closed	-$103K	–	2664
2022 Q4	$103K	Buy	+756	New	+$105K	﹤0.01%	948
2022 Q2	–	Sell	-214	Closed	-$39K	–	2525
2022 Q1	$39K	Buy	+214	New	+$40K	﹤0.01%	1333

Other funds holding TM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Money Concepts Capital's TM Position: Q1 2023 in Review

Money Concepts Capital sold out of Toyota (TM) in Q1 2023, closing a stake of 756 shares — an estimated $103K sold.

Money Concepts Capital first reported a position in TM in Q1 2022 and held it in 2 quarters. The position peaked at $103K in Q4 2022. 422 funds tracked by Wall St. Rank hold TM as of Q1 2023.

Money Concepts Capital reported no remaining Toyota position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 756 Toyota shares in Q1 2023, an estimated $103K.
Money Concepts Capital first reported a position in Toyota in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Toyota position peaked at $103K in Q4 2022.
422 funds tracked by Wall St. Rank held Toyota as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.