Selective Wealth Management’s Toyota TM Stock Holding History

Selective Wealth Management’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 Q2	–	Sell	-100	Closed	-$16K	–	550
2021 Q1	$16K	Buy	+100	New	+$15.1K	0.01%	214

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

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

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

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

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

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

Selective Wealth Management's TM Position: Q2 2021 in Review

Selective Wealth Management sold out of Toyota (TM) in Q2 2021, closing a stake of 100 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in TM in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 418 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Selective Wealth Management reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 100 Toyota shares in Q2 2021, an estimated $16K.
Selective Wealth Management first reported a position in Toyota in Q1 2021 and held it in 1 quarter.
Selective Wealth Management's Toyota position peaked at $16K in Q1 2021.
418 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.