Principle Wealth Partners’s Toyota TM Stock Holding History

Principle Wealth Partners’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 Q3	–	Sell	-310	Closed	-$39K	–	396
2020 Q2	$39K	Buy	+310	New	+$38.4K	0.01%	305

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SCCM

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

Principle Wealth Partners's TM Position: Q3 2020 in Review

Principle Wealth Partners sold out of Toyota (TM) in Q3 2020, closing a stake of 310 shares — an estimated $39K sold.

Principle Wealth Partners first reported a position in TM in Q2 2020 and held it in 1 quarter. The position peaked at $39K in Q2 2020. 340 funds tracked by Wall St. Rank hold TM as of Q3 2020.

Principle Wealth Partners reported no remaining Toyota position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 310 Toyota shares in Q3 2020, an estimated $39K.
Principle Wealth Partners first reported a position in Toyota in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Toyota position peaked at $39K in Q2 2020.
340 funds tracked by Wall St. Rank held Toyota as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.