Safeguard Financial’s Toyota TM Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-150	Closed	-$24K	–	502
2023 Q2	$24K	Buy	+150	New	+$21.6K	0.01%	244

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Safeguard Financial's TM Position: Q3 2023 in Review

Safeguard Financial sold out of Toyota (TM) in Q3 2023, closing a stake of 150 shares — an estimated $24K sold.

Safeguard Financial first reported a position in TM in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 478 funds tracked by Wall St. Rank hold TM as of Q3 2023.

Safeguard Financial reported no remaining Toyota position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 150 Toyota shares in Q3 2023, an estimated $24K.
Safeguard Financial first reported a position in Toyota in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Toyota position peaked at $24K in Q2 2023.
478 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.