Wipfli Financial Advisors’s Toyota TM Stock Holding History

Wipfli Financial 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
2022 Q3	$446K	Buy	+3,424	New	+$519K	0.03%	249

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

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

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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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

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

Wipfli Financial Advisors's TM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Toyota (TM) in Q3 2022: 3,424 shares worth $446K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings.

406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

Wipfli Financial Advisors held 3,424 shares of Toyota worth $446K as of Q3 2022.
Toyota was a new Wipfli Financial Advisors position in Q3 2022.
Toyota made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #249 holding.
406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.