Syverson Strege & Co’s Toyota TM Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-218	Closed	-$30.9K	–	568
2023 Q1	$30.9K	Buy	+218	New	+$30.6K	0.01%	159

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Syverson Strege & Co's TM Position: Q2 2023 in Review

Syverson Strege & Co sold out of Toyota (TM) in Q2 2023, closing a stake of 218 shares — an estimated $30.9K sold.

Syverson Strege & Co first reported a position in TM in Q1 2023 and held it in 1 quarter. The position peaked at $30.9K in Q1 2023. 448 funds tracked by Wall St. Rank hold TM as of Q2 2023.

Syverson Strege & Co reported no remaining Toyota position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 218 Toyota shares in Q2 2023, an estimated $30.9K.
Syverson Strege & Co first reported a position in Toyota in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Toyota position peaked at $30.9K in Q1 2023.
448 funds tracked by Wall St. Rank held Toyota as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.