Sutton Wealth Advisors’s Toyota TM Stock Holding History

Sutton Wealth Advisors’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 Q3	$42.4K	Hold	236	–	–	0.02%	247
2023 Q2	$37.9K	Buy	+236	New	+$34K	0.02%	264
2020 Q2	–	Sell	-100	Closed	-$12K	–	1285
2020 Q1	$12K	Hold	100	–	–	0.01%	610
2019 Q4	$14.1K	Hold	100	–	–	0.01%	733
2019 Q3	$13.4K	Hold	100	–	–	0.01%	706
2019 Q2	$12.4K	Hold	100	–	–	0.01%	731
2019 Q1	$11.8K	Hold	100	–	–	0.01%	748
2018 Q4	$11.6K	Hold	100	–	–	0.01%	701
2018 Q3	$12.4K	Hold	100	–	–	0.01%	744
2018 Q2	$12.9K	Hold	100	–	–	0.01%	759
2018 Q1	$13K	Hold	100	–	–	0.01%	729
2017 Q4	$12.7K	Hold	100	–	–	0.01%	711
2017 Q3	$11.9K	Hold	100	–	–	0.01%	721
2017 Q2	$10.5K	Hold	100	–	–	0.01%	738
2017 Q1	$10.9K	Hold	100	–	–	0.01%	689
2016 Q4	$11.7K	Hold	100	–	–	0.01%	650
2016 Q3	$11.6K	Hold	100	–	–	0.01%	624
2016 Q2	$10K	Hold	100	–	–	0.01%	630
2016 Q1	$10.6K	Buy	+100	New	+$11K	0.01%	601

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sutton Wealth Advisors's TM Position: Q3 2023 in Review

Sutton Wealth Advisors held its Toyota (TM) position steady in Q3 2023 at 236 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #247.

Sutton Wealth Advisors first reported a position in TM in Q1 2016 and has held it in 19 quarters since. 479 funds tracked by Wall St. Rank hold TM as of Q3 2023.

Sutton Wealth Advisors held 236 shares of Toyota worth $42.4K as of Q3 2023.
Sutton Wealth Advisors left its Toyota share count unchanged in Q3 2023.
Toyota made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #247 holding.
Sutton Wealth Advisors first reported a position in Toyota in Q1 2016 and has held it in 19 quarters since.
479 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.