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Tilia Fiduciary Partners’s Toyota TM Stock Holding History

Tilia Fiduciary Partners’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
-22
Closed -$3.54K – 453
2023
Q2 		$3.54K Hold
22
– – ﹤0.01% 466
2023
Q1 		$3.12K Hold
22
– – ﹤0.01% 456
2022
Q4 		$3K Hold
22
– – ﹤0.01% 448
2022
Q3 		$3K Hold
22
– – ﹤0.01% 470
2022
Q2 		$3K Buy
+22
New +$3.64K ﹤0.01% 483

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tilia Fiduciary Partners's TM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Toyota (TM) in Q3 2023, closing a stake of 22 shares — an estimated $3.54K sold.

Tilia Fiduciary Partners first reported a position in TM in Q2 2022 and held it in 5 quarters. The position peaked at $3.54K in Q2 2023. 478 funds tracked by Wall St. Rank hold TM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Toyota position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 22 Toyota shares in Q3 2023, an estimated $3.54K.
  • Tilia Fiduciary Partners first reported a position in Toyota in Q2 2022 and held it in 5 quarters.
  • Tilia Fiduciary Partners's Toyota position peaked at $3.54K in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Toyota as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.