Wealthcare Capital Management’s Toyota TM Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-110	Closed	-$17K	–	605
2021 Q1	$17K	Buy	+110	New	+$16.6K	﹤0.01%	232
2020 Q2	–	Sell	-110	Closed	-$13K	–	226
2020 Q1	$13K	Sell	110 -95	-46%	-$12.7K	﹤0.01%	148
2019 Q4	$29K	Buy	205 +95	+86%	+$13.3K	﹤0.01%	134
2019 Q3	$15K	Hold	110	–	–	﹤0.01%	147
2019 Q2	$14K	Hold	110	–	–	﹤0.01%	141
2019 Q1	$13K	Hold	110	–	–	﹤0.01%	151
2018 Q4	$13K	Hold	110	–	–	﹤0.01%	148
2018 Q3	$14K	Hold	110	–	–	﹤0.01%	149
2018 Q2	$14K	Hold	110	–	–	﹤0.01%	141
2018 Q1	$14K	Hold	110	–	–	﹤0.01%	131
2017 Q4	$14K	Hold	110	–	–	﹤0.01%	128
2017 Q3	$13K	Hold	110	–	–	﹤0.01%	122
2017 Q2	$12K	Hold	110	–	–	﹤0.01%	121
2017 Q1	$12K	Buy	+110	New	+$12.6K	﹤0.01%	123
2015 Q3	–	Sell	-25	Closed	-$3K	–	375
2015 Q2	$3K	Sell	25 -40	-62%	-$5.51K	﹤0.01%	307
2015 Q1	$9K	Buy	+65	New	+$8.68K	﹤0.01%	509
2014 Q4	–	Sell	-109	Closed	-$13K	–	256
2014 Q3	$13K	Buy	+109	New	+$12.8K	﹤0.01%	134

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthcare Capital Management's TM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Toyota (TM) in Q2 2021, closing a stake of 110 shares — an estimated $17K sold.

Wealthcare Capital Management first reported a position in TM in Q3 2014 and held it in 17 quarters. The position peaked at $29K in Q4 2019. 419 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Wealthcare Capital Management reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 110 Toyota shares in Q2 2021, an estimated $17K.
Wealthcare Capital Management first reported a position in Toyota in Q3 2014 and held it in 17 quarters.
Wealthcare Capital Management's Toyota position peaked at $29K in Q4 2019.
419 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

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