SIAG
TM icon

Safeguard Investment Advisory Group’s Toyota TM Stock Holding History

Safeguard Investment Advisory Group’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
-156
Closed -$24K – 650
2020
Q4 		$24K Buy
+156
New +$21.8K 0.02% 284

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
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

Safeguard Investment Advisory Group's TM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Toyota (TM) in Q1 2021, closing a stake of 156 shares — an estimated $24K sold.

Safeguard Investment Advisory Group first reported a position in TM in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 156 Toyota shares in Q1 2021, an estimated $24K.
  • Safeguard Investment Advisory Group first reported a position in Toyota in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Toyota position peaked at $24K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.