1858 Wealth Management’s Toyota TM Stock Holding History

1858 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
2024 Q3	–	Sell	-5,111	Closed	-$1.05M	–	135
2024 Q2	$1.05M	Buy	5,111 +1,719	+51%	+$380K	0.87%	34
2024 Q1	$622K	Hold	3,392	–	–	0.59%	54
2023 Q4	$622K	Buy	+3,392	New	+$618K	0.59%	54

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1858 Wealth Management's TM Position: Q3 2024 in Review

1858 Wealth Management sold out of Toyota (TM) in Q3 2024, closing a stake of 5,111 shares — an estimated $1.05M sold.

1858 Wealth Management first reported a position in TM in Q4 2023 and held it in 3 quarters. The position peaked at $1.05M in Q2 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

1858 Wealth Management reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
1858 Wealth Management sold 5,111 Toyota shares in Q3 2024, an estimated $1.05M.
1858 Wealth Management first reported a position in Toyota in Q4 2023 and held it in 3 quarters.
1858 Wealth Management's Toyota position peaked at $1.05M in Q2 2024.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on 1858 Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.