WIA
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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return