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RBA Wealth Management’s Toyota TM Stock Holding History

RBA 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
2021
Q4 		– Sell
-6,886
Closed -$1.22M – 111
2021
Q3 		$1.22M Sell
6,886
-801
-10% -$143K 2.95% 12
2021
Q2 		$1.34M Sell
7,687
-465
-6% -$76.3K 2.85% 14
2021
Q1 		$1.27M Sell
8,152
-1,977
-20% -$299K 1.08% 36
2020
Q4 		$1.57M Sell
10,129
-1,442
-12% -$202K 0.94% 47
2020
Q3 		$1.53M Sell
11,571
-1,536
-12% -$200K 1.04% 40
2020
Q2 		$1.65M Sell
13,107
-2,081
-14% -$258K 1.2% 32
2020
Q1 		$1.82M Sell
15,188
-2,277
-13% -$304K 1.58% 28
2019
Q4 		$2.45M Sell
17,465
-150
-0.9% -$21K 1.67% 28
2019
Q3 		$2.37M Sell
17,615
-3,057
-15% -$400K 1.81% 26
2019
Q2 		$2.56M Sell
20,672
-470
-2% -$57.3K 1.98% 22
2019
Q1 		$2.58M Buy
+21,142
New +$2.56M 2.01% 25

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RBA Wealth Management's TM Position: Q4 2021 in Review

RBA Wealth Management sold out of Toyota (TM) in Q4 2021, closing a stake of 6,886 shares — an estimated $1.22M sold.

RBA Wealth Management first reported a position in TM in Q1 2019 and held it in 11 quarters. The position peaked at $2.58M in Q1 2019. 461 funds tracked by Wall St. Rank hold TM as of Q4 2021.

  • RBA Wealth Management reported no remaining Toyota position as of Q4 2021 after selling out during the quarter.
  • RBA Wealth Management sold 6,886 Toyota shares in Q4 2021, an estimated $1.22M.
  • RBA Wealth Management first reported a position in Toyota in Q1 2019 and held it in 11 quarters.
  • RBA Wealth Management's Toyota position peaked at $2.58M in Q1 2019.
  • 461 funds tracked by Wall St. Rank held Toyota as of Q4 2021.

Based on RBA Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.