Ropes Wealth Advisors’s Toyota TM Stock Holding History

Ropes 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	-134	Closed	-$21K	–	732
2020 Q4	$21K	Buy	134 +8	+6%	+$1.12K	﹤0.01%	481
2020 Q3	$17K	Hold	126	–	–	﹤0.01%	466
2020 Q2	$16K	Buy	126 +2	+2%	+$248	﹤0.01%	413
2020 Q1	$15K	Hold	124	–	–	﹤0.01%	388
2019 Q4	$17K	Buy	+124	New	+$17.3K	﹤0.01%	440
2017 Q1	–	Sell	-300	Closed	-$35K	–	558
2016 Q4	$35K	Hold	300	–	–	0.01%	353
2016 Q3	$35K	Hold	300	–	–	0.01%	310
2016 Q2	$30K	Buy	+300	New	+$30.8K	0.01%	307

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

Ropes Wealth Advisors's TM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Toyota (TM) in Q1 2021, closing a stake of 134 shares — an estimated $21K sold.

Ropes Wealth Advisors first reported a position in TM in Q2 2016 and held it in 8 quarters. The position peaked at $35K in Q4 2016. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

Ropes Wealth Advisors reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 134 Toyota shares in Q1 2021, an estimated $21K.
Ropes Wealth Advisors first reported a position in Toyota in Q2 2016 and held it in 8 quarters.
Ropes Wealth Advisors's Toyota position peaked at $35K in Q4 2016.
423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.