WealthStone’s Toyota TM Stock Holding History

WealthStone’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 Q1	$491K	Buy	3,152 +264	+9%	+$39.9K	0.17%	91
2020 Q4	$446K	Buy	2,888 +157	+6%	+$21.9K	0.16%	92
2020 Q3	$362K	Buy	2,731 +1,113	+69%	+$145K	0.17%	87
2020 Q2	$203K	Buy	+1,618	New	+$201K	0.1%	160
2019 Q3	–	Sell	-89	Closed	-$11K	–	553
2019 Q2	$11K	Buy	+89	New	+$10.9K	﹤0.01%	249

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

WealthStone's TM Position: Q1 2021 in Review

WealthStone increased its Toyota (TM) stake by 9.1% in Q1 2021, buying an estimated $39.9K and bringing the position to 3,152 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #91.

WealthStone first reported a position in TM in Q2 2019 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold TM as of Q1 2021.

WealthStone held 3,152 shares of Toyota worth $491K as of Q1 2021.
WealthStone bought 264 Toyota shares in Q1 2021, an estimated $39.9K.
Toyota made up 0.17% of WealthStone's portfolio in Q1 2021, its #91 holding.
WealthStone first reported a position in Toyota in Q2 2019 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held Toyota as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.