Wealthstreet Investment Advisors’s Toyota TM Stock Holding History

Wealthstreet Investment Advisors’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	-2,811	Closed	-$439K	–	301
2021 Q1	$439K	Hold	2,811	–	–	0.04%	264
2020 Q4	$434K	Hold	2,811	–	–	0.04%	255
2020 Q3	$372K	Hold	2,811	–	–	0.04%	254
2020 Q2	$353K	Hold	2,811	–	–	0.04%	253
2020 Q1	$337K	Sell	2,811 -158	-5%	-$21.1K	0.05%	229
2019 Q4	$417K	Sell	2,969 -100	-3%	-$14K	0.05%	249
2019 Q3	$426K	Hold	3,069	–	–	0.05%	239
2019 Q2	$381K	Hold	3,069	–	–	0.05%	254
2019 Q1	$362K	Sell	3,069 -50	-2%	-$6.05K	0.05%	262
2018 Q4	$382K	Sell	3,119 -2,500	-44%	-$296K	0.05%	240
2018 Q3	$699K	Hold	5,619	–	–	0.09%	204
2018 Q2	$724K	Hold	5,619	–	–	0.1%	188
2018 Q1	$733K	Sell	5,619 -50	-0.9%	-$6.7K	0.09%	187
2017 Q4	$721K	Buy	+5,669	New	+$707K	0.09%	189

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

Wealthstreet Investment Advisors's TM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Toyota (TM) in Q2 2021, closing a stake of 2,811 shares — an estimated $439K sold.

Wealthstreet Investment Advisors first reported a position in TM in Q4 2017 and held it in 14 quarters. The position peaked at $733K in Q1 2018. 419 funds tracked by Wall St. Rank hold TM as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Toyota position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 2,811 Toyota shares in Q2 2021, an estimated $439K.
Wealthstreet Investment Advisors first reported a position in Toyota in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Toyota position peaked at $733K in Q1 2018.
419 funds tracked by Wall St. Rank held Toyota as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.