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Atria Wealth Solutions’s Toyota TM Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-2,556
Closed -$498K – 2074
2024
Q4 		$498K Buy
2,556
+1,390
+119% +$245K 0.01% 1284
2024
Q3 		$208K Sell
1,166
-225
-16% -$42K ﹤0.01% 1766
2024
Q2 		$285K Sell
1,391
-124
-8% -$27.4K ﹤0.01% 1537
2024
Q1 		$381K Buy
1,515
+80
+6% +$17.7K ﹤0.01% 1395
2023
Q4 		$263K Buy
1,435
+85
+6% +$15.5K ﹤0.01% 1593
2023
Q3 		$243K Hold
1,350
– – ﹤0.01% 1555
2023
Q2 		$217K Sell
1,350
-526
-28% -$75.7K ﹤0.01% 1641
2023
Q1 		$266K Sell
1,876
-1,855
-50% -$261K ﹤0.01% 1493
2022
Q4 		$510K Buy
3,731
+1,806
+94% +$252K 0.01% 1066
2022
Q3 		$251K Sell
1,925
-380
-16% -$57.6K ﹤0.01% 1412
2022
Q2 		$355K Buy
2,305
+441
+24% +$72.9K 0.01% 1132
2022
Q1 		$336K Buy
+1,864
New +$349K 0.01% 1262

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's TM Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Toyota (TM) in Q1 2025, closing a stake of 2,556 shares — an estimated $498K sold.

Atria Wealth Solutions first reported a position in TM in Q1 2022 and held it in 12 quarters. The position peaked at $510K in Q4 2022. 610 funds tracked by Wall St. Rank hold TM as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,556 Toyota shares in Q1 2025, an estimated $498K.
  • Atria Wealth Solutions first reported a position in Toyota in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Toyota position peaked at $510K in Q4 2022.
  • 610 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.