SFP
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Sterling Financial Planning’s Toyota TM Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-60
Closed -$11K – 364
2021
Q3 		$11K Hold
60
– – 0.01% 317
2021
Q2 		$10K Hold
60
– – 0.01% 298
2021
Q1 		$9K Hold
60
– – 0.01% 283
2020
Q4 		$9K Buy
+60
New +$8.39K 0.01% 270

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Financial Planning's TM Position: Q4 2021 in Review

Sterling Financial Planning sold out of Toyota (TM) in Q4 2021, closing a stake of 60 shares — an estimated $11K sold.

Sterling Financial Planning first reported a position in TM in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 461 funds tracked by Wall St. Rank hold TM as of Q4 2021.

  • Sterling Financial Planning reported no remaining Toyota position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 60 Toyota shares in Q4 2021, an estimated $11K.
  • Sterling Financial Planning first reported a position in Toyota in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Toyota position peaked at $11K in Q3 2021.
  • 461 funds tracked by Wall St. Rank held Toyota as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.