Reilly Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $26K | Hold |
139
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $25K | Hold |
139
| – | – | ﹤0.01% | 490 |
|
|
2021
Q2 | $24K | Hold |
139
| – | – | ﹤0.01% | 519 |
|
|
2021
Q1 | $22K | Buy |
+139
| New | +$21K | ﹤0.01% | 525 |
|
|
2020
Q3 | – | Sell |
-154
| Closed | -$19K | – | 936 |
|
|
2020
Q2 | $19K | Hold |
154
| – | – | ﹤0.01% | 465 |
|
|
2020
Q1 | $19K | Hold |
154
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $22K | Hold |
154
| – | – | ﹤0.01% | 485 |
|
|
2019
Q3 | $21K | Hold |
154
| – | – | ﹤0.01% | 497 |
|
|
2019
Q2 | $19K | Hold |
154
| – | – | ﹤0.01% | 555 |
|
|
2019
Q1 | $18K | Hold |
154
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $18K | Sell |
154
-454
| -75% | -$53.8K | ﹤0.01% | 522 |
|
|
2018
Q3 | $76K | Buy |
608
+325
| +115% | +$41.1K | 0.01% | 291 |
|
|
2018
Q2 | $37K | Hold |
283
| – | – | 0.01% | 368 |
|
|
2018
Q1 | $37K | Buy |
283
+127
| +81% | +$17K | 0.01% | 351 |
|
|
2017
Q4 | $20K | Hold |
156
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $19K | Hold |
156
| – | – | ﹤0.01% | 509 |
|
|
2017
Q2 | $16K | Hold |
156
| – | – | ﹤0.01% | 553 |
|
|
2017
Q1 | $17K | Hold |
156
| – | – | ﹤0.01% | 512 |
|
|
2016
Q4 | $18K | Sell |
156
-275
| -64% | -$32K | ﹤0.01% | 470 |
|
|
2016
Q3 | $50K | Hold |
431
| – | – | 0.01% | 267 |
|
|
2016
Q2 | $43K | Buy |
+431
| New | +$44.3K | 0.01% | 271 |
|
|
2016
Q1 | – | Sell |
-2,306
| Closed | -$255K | – | 1276 |
|
|
2015
Q4 | $284K | Sell |
2,306
-65,246
| -97% | -$8.07M | 0.05% | 153 |
|
|
2015
Q3 | $7.92M | Buy |
67,552
+1,010
| +2% | +$127K | 1.44% | 29 |
|
|
2015
Q2 | $8.9M | Sell |
66,542
-1,543
| -2% | -$213K | 1.53% | 27 |
|
|
2015
Q1 | $9.52M | Buy |
68,085
+56,875
| +507% | +$7.59M | 1.68% | 21 |
|
|
2014
Q4 | $1.41M | Sell |
11,210
-68,800
| -86% | -$8.26M | 0.34% | 48 |
|
|
2014
Q3 | $9.4M | Buy |
80,010
+2,839
| +4% | +$335K | 2.27% | 12 |
|
|
2014
Q2 | $9.44M | Buy |
77,171
+5,056
| +7% | +$563K | 2.24% | 14 |
|
|
2014
Q1 | $8.14M | Buy |
72,115
+3,758
| +5% | +$434K | 1.94% | 22 |
|
|
2013
Q4 | $8.33M | Buy |
68,357
+2,949
| +5% | +$371K | 2.04% | 17 |
|
|
2013
Q3 | $8.35M | Buy |
65,408
+2,834
| +5% | +$361K | 2.32% | 7 |
|
|
2013
Q2 | $7.79M | Buy |
+62,574
| New | +$7.31M | 2.31% | 8 |
|
Other funds holding TM
PPA
SC
CCM
Reilly Financial Advisors's TM Position: Q4 2021 in Review
Reilly Financial Advisors held its Toyota (TM) position steady in Q4 2021 at 139 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #521.
Reilly Financial Advisors first reported a position in TM in Q2 2013 and has held it in 32 quarters since. The position peaked at $9.52M in Q1 2015. 462 funds tracked by Wall St. Rank hold TM as of Q4 2021.
- Reilly Financial Advisors held 139 shares of Toyota worth $26K as of Q4 2021.
- Reilly Financial Advisors left its Toyota share count unchanged in Q4 2021.
- Toyota made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #521 holding.
- Reilly Financial Advisors first reported a position in Toyota in Q2 2013 and has held it in 32 quarters since.
- Reilly Financial Advisors's Toyota position peaked at $9.52M in Q1 2015.
- 462 funds tracked by Wall St. Rank held Toyota as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.