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Reilly Financial Advisors’s Toyota TM Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-886
Closed -$94K – 970
2016
Q1 		$94K Buy
+886
New +$97.9K 0.02% 276

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

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.