SSWM
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Smith Salley Wealth Management’s Toyota TM Stock Holding History

Smith Salley 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
2020
Q4 		– Sell
-1,586
Closed -$210K – 219
2020
Q3 		$210K Buy
+1,586
New +$206K 0.03% 183
2020
Q1 		– Sell
-1,595
Closed -$224K – 203
2019
Q4 		$224K Sell
1,595
-91
-5% -$12.7K 0.03% 184
2019
Q3 		$227K Sell
1,686
-27
-2% -$3.54K 0.03% 177
2019
Q2 		$212K Buy
+1,713
New +$209K 0.03% 180
2018
Q4 		– Sell
-1,639
Closed -$204K – 187
2018
Q3 		$204K Hold
1,639
– – 0.03% 182
2018
Q2 		$211K Hold
1,639
– – 0.04% 174
2018
Q1 		$214K Buy
+1,639
New +$220K 0.04% 169
2017
Q4 		– Sell
-1,892
Closed -$225K – 189
2017
Q3 		$225K Buy
+1,892
New +$215K 0.04% 159
2017
Q2 		– Sell
-1,979
Closed -$215K – 175
2017
Q1 		$215K Buy
1,979
+41
+2% +$4.71K 0.04% 164
2016
Q4 		$227K Buy
1,938
+200
+12% +$23.3K 0.05% 143
2016
Q3 		$202K Buy
+1,738
New +$199K 0.04% 150
2016
Q1 		– Sell
-1,858
Closed -$229K – 165
2015
Q4 		$229K Buy
1,858
+76
+4% +$9.4K 0.06% 142
2015
Q3 		$209K Buy
1,782
+51
+3% +$6.39K 0.06% 146
2015
Q2 		$232K Buy
+1,731
New +$239K 0.06% 144

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return