My Personal CFO LLC’s Toyota TM Stock Holding History

My Personal CFO LLC’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	-368	Closed	-$50.3K	–	749
2022 Q4	$50.3K	Buy	+368	New	+$51.3K	0.05%	136

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

My Personal CFO LLC's TM Position: Q1 2023 in Review

My Personal CFO LLC sold out of Toyota (TM) in Q1 2023, closing a stake of 368 shares — an estimated $50.3K sold.

My Personal CFO LLC first reported a position in TM in Q4 2022 and held it in 1 quarter. The position peaked at $50.3K in Q4 2022. 422 funds tracked by Wall St. Rank hold TM as of Q1 2023.

My Personal CFO LLC reported no remaining Toyota position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 368 Toyota shares in Q1 2023, an estimated $50.3K.
My Personal CFO LLC first reported a position in Toyota in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Toyota position peaked at $50.3K in Q4 2022.
422 funds tracked by Wall St. Rank held Toyota as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.