Annapolis Financial Services’s Toyota TM Stock Holding History

Annapolis Financial Services’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	$4.29K	Hold	24	–	–	﹤0.01%	329
2024 Q2	$4.92K	Hold	24	–	–	﹤0.01%	312
2024 Q1	$6.04K	Hold	24	–	–	﹤0.01%	302
2023 Q4	$4.4K	Hold	24	–	–	﹤0.01%	399
2023 Q3	$4.31K	Hold	24	–	–	﹤0.01%	396
2023 Q2	$3.86K	Hold	24	–	–	﹤0.01%	409
2023 Q1	$3.4K	Hold	24	–	–	﹤0.01%	382
2022 Q4	$3.28K	Hold	24	–	–	﹤0.01%	379
2022 Q3	$3K	Sell	24 -220	-90%	-$33.4K	﹤0.01%	443
2022 Q2	$38K	Hold	244	–	–	0.01%	196
2022 Q1	$44K	Hold	244	–	–	0.01%	195
2021 Q4	$45K	Hold	244	–	–	0.01%	189
2021 Q3	$43K	Hold	244	–	–	0.01%	184
2021 Q2	$43K	Hold	244	–	–	0.01%	175
2021 Q1	$38K	Hold	244	–	–	0.01%	172
2020 Q4	$38K	Buy	+244	New	+$34.1K	0.01%	161

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

Annapolis Financial Services's TM Position: Q3 2024 in Review

Annapolis Financial Services held its Toyota (TM) position steady in Q3 2024 at 24 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Annapolis Financial Services first reported a position in TM in Q4 2020 and has held it in 16 quarters since. The position peaked at $45K in Q4 2021. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

Annapolis Financial Services held 24 shares of Toyota worth $4.29K as of Q3 2024.
Annapolis Financial Services left its Toyota share count unchanged in Q3 2024.
Toyota made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #329 holding.
Annapolis Financial Services first reported a position in Toyota in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Toyota position peaked at $45K in Q4 2021.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.