TL
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TrueWealth LLC’s Toyota TM Stock Holding History

TrueWealth LLC’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
2020
Q2 		$6K Hold
49
– – ﹤0.01% 549
2020
Q1 		$6K Hold
49
– – ﹤0.01% 530
2019
Q4 		$7K Hold
49
– – ﹤0.01% 525
2019
Q3 		$7K Hold
49
– – ﹤0.01% 519
2019
Q2 		$6K Hold
49
– – ﹤0.01% 548
2019
Q1 		$6K Hold
49
– – ﹤0.01% 552
2018
Q4 		$6K Sell
49
-43
-47% -$5.09K ﹤0.01% 527
2018
Q3 		$11K Hold
92
– – 0.01% 471
2018
Q2 		$12K Hold
92
– – 0.01% 460
2018
Q1 		$12K Buy
92
+43
+88% +$5.76K 0.01% 428
2017
Q4 		$6K Buy
+49
New +$6.11K ﹤0.01% 628

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TrueWealth LLC's TM Position: Q2 2020 in Review

TrueWealth LLC held its Toyota (TM) position steady in Q2 2020 at 49 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

TrueWealth LLC first reported a position in TM in Q4 2017 and has held it in 11 quarters since. The position peaked at $12K in Q2 2018. 333 funds tracked by Wall St. Rank hold TM as of Q2 2020.

  • TrueWealth LLC held 49 shares of Toyota worth $6K as of Q2 2020.
  • TrueWealth LLC left its Toyota share count unchanged in Q2 2020.
  • Toyota made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #549 holding.
  • TrueWealth LLC first reported a position in Toyota in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Toyota position peaked at $12K in Q2 2018.
  • 333 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.