Parcion Private Wealth’s Toyota TM Stock Holding History

Parcion Private Wealth’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 Q1	–	Sell	-1,765	Closed	-$248K	–	232
2019 Q4	$248K	Buy	+1,765	New	+$247K	0.05%	178

Other funds holding TM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Parcion Private Wealth's TM Position: Q1 2020 in Review

Parcion Private Wealth sold out of Toyota (TM) in Q1 2020, closing a stake of 1,765 shares — an estimated $248K sold.

Parcion Private Wealth first reported a position in TM in Q4 2019 and held it in 1 quarter. The position peaked at $248K in Q4 2019. 352 funds tracked by Wall St. Rank hold TM as of Q1 2020.

Parcion Private Wealth reported no remaining Toyota position as of Q1 2020 after selling out during the quarter.
Parcion Private Wealth sold 1,765 Toyota shares in Q1 2020, an estimated $248K.
Parcion Private Wealth first reported a position in Toyota in Q4 2019 and held it in 1 quarter.
Parcion Private Wealth's Toyota position peaked at $248K in Q4 2019.
352 funds tracked by Wall St. Rank held Toyota as of Q1 2020.

Based on Parcion Private Wealth's 13F filing for Q1 2020, filed 29 Apr 2020.