Point View Wealth Management’s Toyota TM Stock Holding History

Point View 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
2020 Q4	$344K	Buy	2,228 +274	+14%	+$38.3K	0.14%	187
2020 Q3	$259K	Sell	1,954 -145	-7%	-$18.9K	0.12%	207
2020 Q2	$264K	Hold	2,099	–	–	0.13%	201
2020 Q1	$252K	Hold	2,099	–	–	0.14%	189
2019 Q4	$295K	Buy	2,099 +25	+1%	+$3.49K	0.12%	207
2019 Q3	$279K	Sell	2,074 -21	-1%	-$2.75K	0.13%	208
2019 Q2	$260K	Buy	+2,095	New	+$255K	0.11%	214
2016 Q4	–	Sell	-1,753	Closed	-$203K	–	252
2016 Q3	$203K	Buy	+1,753	New	+$201K	0.12%	207
2015 Q2	–	Sell	-1,586	Closed	-$222K	–	209
2015 Q1	$222K	Buy	+1,586	New	+$212K	0.17%	167

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCCM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Point View Wealth Management's TM Position: Q4 2020 in Review

Point View Wealth Management increased its Toyota (TM) stake by 14% in Q4 2020, buying an estimated $38.3K and bringing the position to 2,228 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #187.

Point View Wealth Management first reported a position in TM in Q1 2015 and has held it in 9 quarters since. 399 funds tracked by Wall St. Rank hold TM as of Q4 2020.

Point View Wealth Management held 2,228 shares of Toyota worth $344K as of Q4 2020.
Point View Wealth Management bought 274 Toyota shares in Q4 2020, an estimated $38.3K.
Toyota made up 0.14% of Point View Wealth Management's portfolio in Q4 2020, its #187 holding.
Point View Wealth Management first reported a position in Toyota in Q1 2015 and has held it in 9 quarters since.
399 funds tracked by Wall St. Rank held Toyota as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.