Retirement Financial Solutions’s Toyota TM Stock Holding History

Retirement Financial Solutions’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
2023 Q1	–	Sell	-33	Closed	-$4.51K	–	227
2022 Q4	$4.51K	Buy	+33	New	+$4.6K	﹤0.01%	176

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Retirement Financial Solutions's TM Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Toyota (TM) in Q1 2023, closing a stake of 33 shares — an estimated $4.51K sold.

Retirement Financial Solutions first reported a position in TM in Q4 2022 and held it in 1 quarter. The position peaked at $4.51K in Q4 2022. 422 funds tracked by Wall St. Rank hold TM as of Q1 2023.

Retirement Financial Solutions reported no remaining Toyota position as of Q1 2023 after selling out during the quarter.
Retirement Financial Solutions sold 33 Toyota shares in Q1 2023, an estimated $4.51K.
Retirement Financial Solutions first reported a position in Toyota in Q4 2022 and held it in 1 quarter.
Retirement Financial Solutions's Toyota position peaked at $4.51K in Q4 2022.
422 funds tracked by Wall St. Rank held Toyota as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.