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Next Financial Group’s Toyota TM Stock Holding History

Next Financial Group’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
2021
Q4 		$19K Buy
101
+81
+405% +$14.6K ﹤0.01% 1917
2021
Q3 		$4K Sell
20
-282
-93% -$50.3K ﹤0.01% 2337
2021
Q2 		$53K Buy
302
+116
+62% +$19K ﹤0.01% 1368
2021
Q1 		$29K Buy
186
+137
+280% +$20.7K ﹤0.01% 1508
2020
Q4 		$7K Buy
49
+22
+81% +$3.08K ﹤0.01% 1901
2020
Q3 		$4K Buy
+27
New +$3.51K ﹤0.01% 1929
2020
Q2 		– Sell
-20
Closed -$2K – 1777
2020
Q1 		$2K Hold
20
– – ﹤0.01% 1953
2019
Q4 		$3K Sell
20
-7
-26% -$978 ﹤0.01% 2105
2019
Q3 		$4K Hold
27
– – ﹤0.01% 1972
2019
Q2 		$3K Buy
27
+20
+286% +$2.44K ﹤0.01% 2045
2019
Q1 		$1K Sell
7
-20
-74% -$2.42K ﹤0.01% 1589
2018
Q4 		$3K Buy
27
+20
+286% +$2.37K ﹤0.01% 1697
2018
Q3 		$1K Buy
+7
New +$885 ﹤0.01% 1430
2017
Q4 		– Sell
-248
Closed -$31K – 1308
2017
Q3 		$31K Sell
248
-55
-18% -$6.24K 0.01% 854
2017
Q2 		$32K Sell
303
-59
-16% -$6.3K 0.01% 923
2017
Q1 		$39K Sell
362
-374
-51% -$42.9K 0.01% 807
2016
Q4 		$86K Sell
736
-256
-26% -$29.8K 0.02% 741
2016
Q3 		$115K Sell
992
-1,032
-51% -$118K 0.02% 615
2016
Q2 		$202K Sell
2,024
-103
-5% -$10.6K 0.06% 297
2016
Q1 		$226K Sell
2,127
-79
-4% -$8.72K 0.08% 261
2015
Q4 		$271K Sell
2,206
-15
-0.7% -$1.85K 0.1% 203
2015
Q3 		$260K Sell
2,221
-685
-24% -$85.9K 0.09% 233
2015
Q2 		$388K Sell
2,906
-623
-18% -$85.9K 0.13% 171
2015
Q1 		$493K Sell
3,529
-22
-0.6% -$2.94K 0.16% 146
2014
Q4 		$446K Sell
3,551
-582
-14% -$69.9K 0.15% 156
2014
Q3 		$486K Buy
+4,133
New +$487K 0.1% 242

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's TM Position: Q4 2021 in Review

Next Financial Group increased its Toyota (TM) stake by 405% in Q4 2021, buying an estimated $14.6K and bringing the position to 101 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Next Financial Group first reported a position in TM in Q3 2014 and has held it in 26 quarters since. The position peaked at $493K in Q1 2015. 461 funds tracked by Wall St. Rank hold TM as of Q4 2021.

  • Next Financial Group held 101 shares of Toyota worth $19K as of Q4 2021.
  • Next Financial Group bought 81 Toyota shares in Q4 2021, an estimated $14.6K.
  • Toyota made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1917 holding.
  • Next Financial Group first reported a position in Toyota in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Toyota position peaked at $493K in Q1 2015.
  • 461 funds tracked by Wall St. Rank held Toyota as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.