Wealthcare Advisory Partners’s Toyota TM Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-191	Closed	-$30K	–	1743
2021 Q1	$30K	Buy	+191	New	+$28.9K	﹤0.01%	1063
2020 Q2	–	Sell	-443	Closed	-$53K	–	1249
2020 Q1	$53K	Sell	443 -422	-49%	-$56.3K	0.01%	504
2019 Q4	$121K	Buy	865 +101	+13%	+$14.1K	0.02%	369
2019 Q3	$103K	Sell	764 -480	-39%	-$62.9K	0.01%	379
2019 Q2	$154K	Buy	1,244 +251	+25%	+$30.6K	0.02%	307
2019 Q1	$117K	Buy	993 +100	+11%	+$12.1K	0.02%	314
2018 Q4	$104K	Buy	893 +150	+20%	+$17.8K	0.02%	304
2018 Q3	$92K	Sell	743 -30	-4%	-$3.79K	0.02%	350
2018 Q2	$100K	Buy	773 +1	+0.1%	+$132	0.02%	327
2018 Q1	$101K	Buy	772 +212	+38%	+$28.4K	0.02%	274
2017 Q4	$71K	Hold	560	–	–	0.02%	319
2017 Q3	$67K	Buy	+560	New	+$63.5K	0.02%	273

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

Wealthcare Advisory Partners's TM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Toyota (TM) in Q2 2021, closing a stake of 191 shares — an estimated $30K sold.

Wealthcare Advisory Partners first reported a position in TM in Q3 2017 and held it in 12 quarters. The position peaked at $154K in Q2 2019. 418 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 191 Toyota shares in Q2 2021, an estimated $30K.
Wealthcare Advisory Partners first reported a position in Toyota in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Toyota position peaked at $154K in Q2 2019.
418 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.