Westwood Wealth Management’s Toyota TM Stock Holding History

Westwood Wealth Management’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
2023 Q2	–	Sell	-1,500	Closed	-$213K	–	48
2023 Q1	$213K	Hold	1,500	–	–	0.19%	42
2022 Q4	$205K	Buy	+1,500	New	+$209K	0.25%	38
2022 Q3	–	Sell	-1,500	Closed	-$231K	–	45
2022 Q2	$231K	Hold	1,500	–	–	0.27%	38
2022 Q1	$270	Buy	+1,500	New	+$280K	0.1%	46

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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

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

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

Westwood Wealth Management's TM Position: Q2 2023 in Review

Westwood Wealth Management sold out of Toyota (TM) in Q2 2023, closing a stake of 1,500 shares — an estimated $213K sold.

Westwood Wealth Management first reported a position in TM in Q1 2022 and held it in 4 quarters. The position peaked at $231K in Q2 2022. 449 funds tracked by Wall St. Rank hold TM as of Q2 2023.

Westwood Wealth Management reported no remaining Toyota position as of Q2 2023 after selling out during the quarter.
Westwood Wealth Management sold 1,500 Toyota shares in Q2 2023, an estimated $213K.
Westwood Wealth Management first reported a position in Toyota in Q1 2022 and held it in 4 quarters.
Westwood Wealth Management's Toyota position peaked at $231K in Q2 2022.
449 funds tracked by Wall St. Rank held Toyota as of Q2 2023.

Based on Westwood Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.