WealthSource Partners’s Toyota TM Stock Holding History

WealthSource 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 Q4	–	Sell	-1,267	Closed	-$225K	–	581
2021 Q3	$225K	Buy	+1,267	New	+$226K	0.02%	461

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

WealthSource Partners's TM Position: Q4 2021 in Review

WealthSource Partners sold out of Toyota (TM) in Q4 2021, closing a stake of 1,267 shares — an estimated $225K sold.

WealthSource Partners first reported a position in TM in Q3 2021 and held it in 1 quarter. The position peaked at $225K in Q3 2021. 461 funds tracked by Wall St. Rank hold TM as of Q4 2021.

WealthSource Partners reported no remaining Toyota position as of Q4 2021 after selling out during the quarter.
WealthSource Partners sold 1,267 Toyota shares in Q4 2021, an estimated $225K.
WealthSource Partners first reported a position in Toyota in Q3 2021 and held it in 1 quarter.
WealthSource Partners's Toyota position peaked at $225K in Q3 2021.
461 funds tracked by Wall St. Rank held Toyota as of Q4 2021.

Based on WealthSource Partners's 13F filing for Q4 2021, filed 14 Feb 2022.