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Simplicity Solutions’s Toyota TM Stock Holding History

Simplicity 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
Q4 		$374K Sell
2,038
-118
-5% -$21.5K 0.01% 760
2023
Q3 		$388K Sell
2,156
-309
-13% -$52.8K 0.01% 675
2023
Q2 		$396K Sell
2,465
-22
-0.9% -$3.17K 0.01% 737
2023
Q1 		$352K Buy
+2,487
New +$350K 0.01% 790
2016
Q1 		– Sell
-9,276
Closed -$1.14M – 491
2015
Q4 		$1.14M Buy
+9,276
New +$1.15M 0.14% 212

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.31B AUM 17.03% 1-Year Est. Return

Simplicity Solutions's TM Position: Q4 2023 in Review

Simplicity Solutions reduced its Toyota (TM) stake by 5.5% in Q4 2023, selling an estimated $21.5K and leaving 2,038 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #760.

Simplicity Solutions first reported a position in TM in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2015. 532 funds tracked by Wall St. Rank hold TM as of Q4 2023.

  • Simplicity Solutions held 2,038 shares of Toyota worth $374K as of Q4 2023.
  • Simplicity Solutions sold 118 Toyota shares in Q4 2023, an estimated $21.5K.
  • Toyota made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #760 holding.
  • Simplicity Solutions first reported a position in Toyota in Q4 2015 and has held it in 5 quarters since.
  • Simplicity Solutions's Toyota position peaked at $1.14M in Q4 2015.
  • 532 funds tracked by Wall St. Rank held Toyota as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.