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Tyler-Stone Wealth Management’s Toyota TM Stock Holding History

Tyler-Stone Wealth Management’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
2022
Q4 		$1K Hold
10
– – ﹤0.01% 840
2022
Q3 		$1K Hold
10
– – ﹤0.01% 837
2022
Q2 		$2K Hold
10
– – ﹤0.01% 778
2022
Q1 		$2K Hold
10
– – ﹤0.01% 758
2021
Q4 		$2K Buy
+10
New +$1.8K ﹤0.01% 820

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tyler-Stone Wealth Management's TM Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Toyota (TM) position steady in Q4 2022 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Tyler-Stone Wealth Management first reported a position in TM in Q4 2021 and has held it in 5 quarters since. The position peaked at $2K in Q2 2022. 432 funds tracked by Wall St. Rank hold TM as of Q4 2022.

  • Tyler-Stone Wealth Management held 10 shares of Toyota worth $1K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Toyota share count unchanged in Q4 2022.
  • Toyota made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #840 holding.
  • Tyler-Stone Wealth Management first reported a position in Toyota in Q4 2021 and has held it in 5 quarters since.
  • Tyler-Stone Wealth Management's Toyota position peaked at $2K in Q2 2022.
  • 432 funds tracked by Wall St. Rank held Toyota as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.