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Realta Investment Advisors’s Toyota TM Stock Holding History

Realta Investment Advisors’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
-61
Closed -$9K – 1278
2019
Q4 		$9K Hold
61
– – ﹤0.01% 1179
2019
Q3 		$8K Hold
61
– – ﹤0.01% 1195
2019
Q2 		$8K Buy
+61
New +$7.44K ﹤0.01% 1224

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Adage Capital Partners
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Realta Investment Advisors's TM Position: Q1 2020 in Review

Realta Investment Advisors sold out of Toyota (TM) in Q1 2020, closing a stake of 61 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in TM in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 352 funds tracked by Wall St. Rank hold TM as of Q1 2020.

  • Realta Investment Advisors reported no remaining Toyota position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 61 Toyota shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in Toyota in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Toyota position peaked at $9K in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Toyota as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.