Sugarloaf Wealth Management’s Toyota TM Stock Holding History

Sugarloaf 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
2022 Q4	–	Sell	-75	Closed	-$10K	–	861
2022 Q3	$10K	Buy	+75	New	+$11.4K	﹤0.01%	527

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

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

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

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

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

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

Sugarloaf Wealth Management's TM Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Toyota (TM) in Q4 2022, closing a stake of 75 shares — an estimated $10K sold.

Sugarloaf Wealth Management first reported a position in TM in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 432 funds tracked by Wall St. Rank hold TM as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Toyota position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 75 Toyota shares in Q4 2022, an estimated $10K.
Sugarloaf Wealth Management first reported a position in Toyota in Q3 2022 and held it in 1 quarter.
Sugarloaf Wealth Management's Toyota position peaked at $10K in Q3 2022.
432 funds tracked by Wall St. Rank held Toyota as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.