Valley Brook Capital Group’s Toyota TM Stock Holding History

Valley Brook Capital Group’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 Q2	–	Sell	-75	Closed	-$11K	–	395
2021 Q1	$11K	Buy	+75	New	+$11.3K	0.01%	366

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

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

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

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

CCM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley Brook Capital Group's TM Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Toyota (TM) in Q2 2021, closing a stake of 75 shares — an estimated $11K sold.

Valley Brook Capital Group first reported a position in TM in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 418 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Valley Brook Capital Group reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Valley Brook Capital Group sold 75 Toyota shares in Q2 2021, an estimated $11K.
Valley Brook Capital Group first reported a position in Toyota in Q1 2021 and held it in 1 quarter.
Valley Brook Capital Group's Toyota position peaked at $11K in Q1 2021.
418 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.