TCWP’s Toyota TM Stock Holding History

TCWP’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	–	Sell	-2,200	Closed	-$354K	–	165
2023 Q2	$354K	Buy	2,200 +28	+1%	+$4.03K	0.08%	126
2023 Q1	$308K	Buy	+2,172	New	+$305K	0.06%	184
2022 Q2	–	Sell	-264	Closed	-$47K	–	1598
2022 Q1	$47K	Buy	+264	New	+$49.4K	0.01%	493

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

TCWP's TM Position: Q3 2023 in Review

TCWP sold out of Toyota (TM) in Q3 2023, closing a stake of 2,200 shares — an estimated $354K sold.

TCWP first reported a position in TM in Q1 2022 and held it in 3 quarters. The position peaked at $354K in Q2 2023. 478 funds tracked by Wall St. Rank hold TM as of Q3 2023.

TCWP reported no remaining Toyota position as of Q3 2023 after selling out during the quarter.
TCWP sold 2,200 Toyota shares in Q3 2023, an estimated $354K.
TCWP first reported a position in Toyota in Q1 2022 and held it in 3 quarters.
TCWP's Toyota position peaked at $354K in Q2 2023.
478 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.