Wealthspire Advisors (Maryland)’s Toyota TM Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-672	Closed	-$79K	–	1884
2019 Q1	$79K	Sell	672 -83	-11%	-$10K	0.01%	724
2018 Q4	$88K	Sell	755 -26	-3%	-$3.08K	0.01%	647
2018 Q3	$97K	Buy	781 +45	+6%	+$5.69K	0.01%	702
2018 Q2	$95K	Buy	736 +20	+3%	+$2.64K	0.01%	726
2018 Q1	$93K	Hold	716	–	–	0.01%	743
2017 Q4	$91K	Buy	716 +27	+4%	+$3.37K	0.01%	753
2017 Q3	$82K	Buy	689 +60	+10%	+$6.8K	0.01%	788
2017 Q2	$66K	Buy	629 +35	+6%	+$3.74K	0.01%	845
2017 Q1	$65K	Buy	594 +350	+143%	+$40.2K	0.01%	733
2016 Q4	$29K	Sell	244 -59	-19%	-$6.88K	﹤0.01%	919
2016 Q3	$35K	Buy	303 +5	+2%	+$572	0.01%	882
2016 Q2	$30K	Buy	298 +1	+0.3%	+$103	0.01%	869
2016 Q1	$32K	Sell	297 -1,687	-85%	-$186K	0.01%	816
2015 Q4	$244K	Buy	+1,984	New	+$245K	0.05%	305

Other funds holding TM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PPA

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Toyota (TM) in Q2 2019, closing a stake of 672 shares — an estimated $79K sold.

Wealthspire Advisors (Maryland) first reported a position in TM in Q4 2015 and held it in 14 quarters. The position peaked at $244K in Q4 2015. 337 funds tracked by Wall St. Rank hold TM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Toyota position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 672 Toyota shares in Q2 2019, an estimated $79K.
Wealthspire Advisors (Maryland) first reported a position in Toyota in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Toyota position peaked at $244K in Q4 2015.
337 funds tracked by Wall St. Rank held Toyota as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.