Sterling Investment Advisors (Pennsylvania)’s Toyota TM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-5	Closed	-$1K	–	480
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	541
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	568
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	553
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	556
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	522
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	497
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	438
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	422
2020 Q2	$0	Hold	5	–	–	﹤0.01%	444
2020 Q1	$0	Hold	5	–	–	﹤0.01%	440
2019 Q4	$0	Hold	5	–	–	﹤0.01%	441
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	413
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	411
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	405
2018 Q4	$0	Hold	5	–	–	﹤0.01%	430
2018 Q3	$1K	Buy	+5	New	+$632	﹤0.01%	422

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Toyota (TM) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TM in Q3 2018 and held it in 16 quarters. The position peaked at $1K in Q2 2022. 407 funds tracked by Wall St. Rank hold TM as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 5 Toyota shares in Q3 2022, an estimated $1K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Toyota in Q3 2018 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s Toyota position peaked at $1K in Q2 2022.
407 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.