W
TM icon

WealthOne’s Toyota TM Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-79
Closed -$9K – 496
2018
Q4 		$9K Buy
+79
New +$9.36K 0.01% 387

Other funds holding TM

Northern Trust
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WealthOne's TM Position: Q1 2019 in Review

WealthOne sold out of Toyota (TM) in Q1 2019, closing a stake of 79 shares — an estimated $9K sold.

WealthOne first reported a position in TM in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 338 funds tracked by Wall St. Rank hold TM as of Q1 2019.

  • WealthOne reported no remaining Toyota position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 79 Toyota shares in Q1 2019, an estimated $9K.
  • WealthOne first reported a position in Toyota in Q4 2018 and held it in 1 quarter.
  • WealthOne's Toyota position peaked at $9K in Q4 2018.
  • 338 funds tracked by Wall St. Rank held Toyota as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.