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	–	2076
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 $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Natixis Advisors

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Stifel Financial

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