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OneAscent Financial Services’s Toyota TM Stock Holding History

OneAscent Financial Services’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
Q4 		– Sell
-1,746
Closed -$231K – 181
2020
Q3 		$231K Buy
1,746
+82
+5% +$10.7K 0.12% 160
2020
Q2 		$209K Buy
+1,664
New +$206K 0.14% 158

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

OneAscent Financial Services's TM Position: Q4 2020 in Review

OneAscent Financial Services sold out of Toyota (TM) in Q4 2020, closing a stake of 1,746 shares — an estimated $231K sold.

OneAscent Financial Services first reported a position in TM in Q2 2020 and held it in 2 quarters. The position peaked at $231K in Q3 2020. 399 funds tracked by Wall St. Rank hold TM as of Q4 2020.

  • OneAscent Financial Services reported no remaining Toyota position as of Q4 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 1,746 Toyota shares in Q4 2020, an estimated $231K.
  • OneAscent Financial Services first reported a position in Toyota in Q2 2020 and held it in 2 quarters.
  • OneAscent Financial Services's Toyota position peaked at $231K in Q3 2020.
  • 399 funds tracked by Wall St. Rank held Toyota as of Q4 2020.

Based on OneAscent Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.