WhitTier Trust Company’s Toyota TM Stock Holding History

WhitTier Trust Company’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 Q1	–	Sell	-72	Closed	-$9.83K	–	1223
2022 Q4	$9.83K	Buy	+72	New	+$10K	﹤0.01%	948
2021 Q2	–	Sell	-37	Closed	-$6K	–	1022
2021 Q1	$6K	Hold	37	–	–	﹤0.01%	903
2020 Q4	$6K	Hold	37	–	–	﹤0.01%	886
2020 Q3	$5K	Hold	37	–	–	﹤0.01%	885
2020 Q2	$5K	Hold	37	–	–	﹤0.01%	860
2020 Q1	$4K	Hold	37	–	–	﹤0.01%	899
2019 Q4	$5K	Hold	37	–	–	﹤0.01%	930
2019 Q3	$5K	Hold	37	–	–	﹤0.01%	921
2019 Q2	$5K	Hold	37	–	–	﹤0.01%	917
2019 Q1	$4K	Hold	37	–	–	﹤0.01%	932
2018 Q4	$4K	Hold	37	–	–	﹤0.01%	957
2018 Q3	$5K	Hold	37	–	–	﹤0.01%	874
2018 Q2	$5K	Sell	37 -226	-86%	-$29.8K	﹤0.01%	876
2018 Q1	$34K	Hold	263	–	–	﹤0.01%	682
2017 Q4	$33K	Hold	263	–	–	﹤0.01%	635
2017 Q3	$31K	Buy	263 +37	+16%	+$4.2K	﹤0.01%	630
2017 Q2	$24K	Sell	226 -250	-53%	-$26.7K	﹤0.01%	667
2017 Q1	$52K	Hold	476	–	–	0.01%	523
2016 Q4	$56K	Hold	476	–	–	0.01%	508
2016 Q3	$55K	Sell	476 -219	-32%	-$25.1K	0.01%	508
2016 Q2	$69K	Hold	695	–	–	0.01%	473
2016 Q1	$74K	Hold	695	–	–	0.01%	465
2015 Q4	$86K	Hold	695	–	–	0.01%	443
2015 Q3	$82K	Hold	695	–	–	0.01%	443
2015 Q2	$93K	Hold	695	–	–	0.01%	452
2015 Q1	$97K	Hold	695	–	–	0.01%	451
2014 Q4	$87K	Hold	695	–	–	0.01%	454
2014 Q3	$82K	Hold	695	–	–	0.01%	463
2014 Q2	$83K	Hold	695	–	–	0.01%	473
2014 Q1	$78K	Hold	695	–	–	0.01%	480
2013 Q4	$85K	Hold	695	–	–	0.01%	451
2013 Q3	$89K	Hold	695	–	–	0.01%	427
2013 Q2	$84K	Buy	+695	New	+$81.2K	0.01%	435

Other funds holding TM

Fisher Asset Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

First Trust Advisors

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