PFG Private Wealth Management’s Toyota TM Stock Holding History

PFG Private 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
2023 Q1	–	Sell	-12	Closed	-$2K	–	383
2022 Q4	$2K	Buy	+12	New	+$1.67K	﹤0.01%	295

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

PFG Private Wealth Management's TM Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Toyota (TM) in Q1 2023, closing a stake of 12 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in TM in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 422 funds tracked by Wall St. Rank hold TM as of Q1 2023.

PFG Private Wealth Management reported no remaining Toyota position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 12 Toyota shares in Q1 2023, an estimated $2K.
PFG Private Wealth Management first reported a position in Toyota in Q4 2022 and held it in 1 quarter.
PFG Private Wealth Management's Toyota position peaked at $2K in Q4 2022.
422 funds tracked by Wall St. Rank held Toyota as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.