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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCI Wealth Advisors's TM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Toyota (TM) in Q2 2023, closing a stake of 763 shares — an estimated $108K sold.

TCI Wealth Advisors first reported a position in TM in Q4 2013 and held it in 27 quarters. The position peaked at $141K in Q4 2021. 447 funds tracked by Wall St. Rank hold TM as of Q2 2023.

TCI Wealth Advisors reported no remaining Toyota position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 763 Toyota shares in Q2 2023, an estimated $108K.
TCI Wealth Advisors first reported a position in Toyota in Q4 2013 and held it in 27 quarters.
TCI Wealth Advisors's Toyota position peaked at $141K in Q4 2021.
447 funds tracked by Wall St. Rank held Toyota as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.