TRUE Private Wealth Advisors’s Toyota TM Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-250	Closed	-$38K	–	653
2020 Q4	$38K	Hold	250	–	–	0.01%	381
2020 Q3	$33K	Hold	250	–	–	0.01%	375
2020 Q2	$31K	Sell	250 -24	-9%	-$2.98K	0.01%	369
2020 Q1	$32K	Hold	274	–	–	0.01%	334
2019 Q4	$38K	Buy	+274	New	+$38.3K	0.01%	401
2019 Q3	–	Sell	-250	Closed	-$30K	–	664
2019 Q2	$30K	Buy	+250	New	+$30.5K	0.01%	403
2018 Q4	–	Sell	-115	Closed	-$14.3K	–	846
2018 Q3	$14.3K	Buy	+115	New	+$14.5K	﹤0.01%	675

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

TRUE Private Wealth Advisors's TM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Toyota (TM) in Q1 2021, closing a stake of 250 shares — an estimated $38K sold.

TRUE Private Wealth Advisors first reported a position in TM in Q3 2018 and held it in 7 quarters. The position peaked at $38K in Q4 2020. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Toyota position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 250 Toyota shares in Q1 2021, an estimated $38K.
TRUE Private Wealth Advisors first reported a position in Toyota in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Toyota position peaked at $38K in Q4 2020.
423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.