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OneAscent Wealth Management’s Toyota TM Stock Holding History

OneAscent 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
2022
Q1 		– Sell
-1,297
Closed -$240K – 233
2021
Q4 		$240K Buy
+1,297
New +$233K 0.6% 72
2021
Q1 		$330K Buy
2,116
+176
+9% +$26.6K 0.14% 157
2020
Q4 		$300K Buy
+1,940
New +$271K 0.14% 154

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneAscent Wealth Management's TM Position: Q1 2022 in Review

OneAscent Wealth Management sold out of Toyota (TM) in Q1 2022, closing a stake of 1,297 shares — an estimated $240K sold.

OneAscent Wealth Management first reported a position in TM in Q4 2020 and held it in 3 quarters. The position peaked at $330K in Q1 2021. 452 funds tracked by Wall St. Rank hold TM as of Q1 2022.

  • OneAscent Wealth Management reported no remaining Toyota position as of Q1 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,297 Toyota shares in Q1 2022, an estimated $240K.
  • OneAscent Wealth Management first reported a position in Toyota in Q4 2020 and held it in 3 quarters.
  • OneAscent Wealth Management's Toyota position peaked at $330K in Q1 2021.
  • 452 funds tracked by Wall St. Rank held Toyota as of Q1 2022.

Based on OneAscent Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.