Regent Peak Wealth Advisors’s Toyota TM Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-48	Closed	-$7K	–	896
2020 Q4	$7K	Buy	+48	New	+$6.71K	﹤0.01%	616

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

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Regent Peak Wealth Advisors's TM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Toyota (TM) in Q1 2021, closing a stake of 48 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in TM in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 48 Toyota shares in Q1 2021, an estimated $7K.
Regent Peak Wealth Advisors first reported a position in Toyota in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Toyota position peaked at $7K in Q4 2020.
423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.