TCI Wealth Advisors’s Toyota TM Stock Holding History

TCI 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 Q2	–	Sell	-763	Closed	-$108K	–	2048
2023 Q1	$108K	Hold	763	–	–	0.01%	273
2022 Q4	$104K	Hold	763	–	–	0.01%	255
2022 Q3	$99K	Hold	763	–	–	0.02%	252
2022 Q2	$118K	Hold	763	–	–	0.02%	230
2022 Q1	$138K	Hold	763	–	–	0.02%	217
2021 Q4	$141K	Hold	763	–	–	0.02%	214
2021 Q3	$136K	Hold	763	–	–	0.02%	241
2021 Q2	$133K	Hold	763	–	–	0.02%	231
2021 Q1	$119K	Hold	763	–	–	0.05%	212
2020 Q4	$118K	Hold	763	–	–	0.05%	212
2020 Q3	$101K	Hold	763	–	–	0.04%	211
2020 Q2	$96K	Hold	763	–	–	0.04%	217
2020 Q1	$92K	Hold	763	–	–	0.05%	214
2019 Q4	$107K	Hold	763	–	–	0.04%	248
2019 Q3	$103K	Hold	763	–	–	0.05%	209
2019 Q2	$95K	Hold	763	–	–	0.04%	220
2019 Q1	$90K	Hold	763	–	–	0.04%	248
2018 Q4	$89K	Hold	763	–	–	0.04%	233
2018 Q3	$95K	Hold	763	–	–	0.04%	247
2018 Q2	$98K	Buy	+763	New	+$101K	0.04%	223
2016 Q4	–	Sell	-95	Closed	-$11K	–	1450
2016 Q3	$11K	Buy	+95	New	+$10.9K	0.01%	561
2016 Q2	–	Sell	-154	Closed	-$16K	–	1371
2016 Q1	$16K	Hold	154	–	–	0.01%	489
2015 Q4	$19K	Hold	154	–	–	0.01%	453
2015 Q3	$18K	Hold	154	–	–	0.01%	416
2015 Q2	$21K	Buy	+154	New	+$21.2K	0.01%	398
2014 Q2	–	Sell	-107	Closed	-$12K	–	933
2014 Q1	$12K	Sell	107 -465	-81%	-$53.7K	0.01%	404
2013 Q4	$70K	Buy	+572	New	+$71.9K	0.04%	208

Other funds holding TM

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return