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Alera Investment Advisors’s Toyota TM Stock Holding History

Alera Investment 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
2024
Q2 		– Sell
-940
Closed -$237K – 293
2024
Q1 		$237K Buy
+940
New +$208K 0.03% 151
2019
Q2 		– Sell
-402
Closed -$47K – 915
2019
Q1 		$47K Buy
402
+55
+16% +$6.65K 0.02% 172
2018
Q4 		$40K Buy
+347
New +$41.1K 0.02% 194

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Alera Investment Advisors's TM Position: Q2 2024 in Review

Alera Investment Advisors sold out of Toyota (TM) in Q2 2024, closing a stake of 940 shares — an estimated $237K sold.

Alera Investment Advisors first reported a position in TM in Q4 2018 and held it in 3 quarters. The position peaked at $237K in Q1 2024. 600 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • Alera Investment Advisors reported no remaining Toyota position as of Q2 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 940 Toyota shares in Q2 2024, an estimated $237K.
  • Alera Investment Advisors first reported a position in Toyota in Q4 2018 and held it in 3 quarters.
  • Alera Investment Advisors's Toyota position peaked at $237K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Alera Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.