Webster Bank’s Toyota TM Stock Holding History

Webster Bank’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
2024 Q1	–	Sell	-200	Closed	-$36.7K	–	646
2023 Q4	$36.7K	Hold	200	–	–	﹤0.01%	383
2023 Q3	$36K	Hold	200	–	–	﹤0.01%	362
2023 Q2	$32.1K	Hold	200	–	–	﹤0.01%	366
2023 Q1	$28.3K	Hold	200	–	–	﹤0.01%	387
2022 Q4	$27K	Hold	200	–	–	﹤0.01%	390
2022 Q3	$26K	Hold	200	–	–	﹤0.01%	388
2022 Q2	$31K	Hold	200	–	–	﹤0.01%	365
2022 Q1	$36K	Hold	200	–	–	﹤0.01%	372
2021 Q4	$37K	Hold	200	–	–	﹤0.01%	381
2021 Q3	$36K	Sell	200 -200	-50%	-$35.7K	﹤0.01%	371
2021 Q2	$70K	Hold	400	–	–	0.01%	292
2021 Q1	$62K	Hold	400	–	–	0.01%	314
2020 Q4	$62K	Hold	400	–	–	0.01%	303
2020 Q3	$53K	Hold	400	–	–	0.01%	295
2020 Q2	$50K	Hold	400	–	–	0.01%	292
2020 Q1	$48K	Sell	400 -122	-23%	-$16.3K	0.01%	282
2019 Q4	$73K	Buy	+522	New	+$72.9K	0.01%	283
2017 Q1	–	Sell	-125	Closed	-$15K	–	598
2016 Q4	$15K	Buy	+125	New	+$14.6K	﹤0.01%	478

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Webster Bank's TM Position: Q1 2024 in Review

Webster Bank sold out of Toyota (TM) in Q1 2024, closing a stake of 200 shares — an estimated $36.7K sold.

Webster Bank first reported a position in TM in Q4 2016 and held it in 18 quarters. The position peaked at $73K in Q4 2019. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

Webster Bank reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
Webster Bank sold 200 Toyota shares in Q1 2024, an estimated $36.7K.
Webster Bank first reported a position in Toyota in Q4 2016 and held it in 18 quarters.
Webster Bank's Toyota position peaked at $73K in Q4 2019.
613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Webster Bank's 13F filing for Q1 2024, filed 16 Apr 2024.