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Atwood & Palmer’s Toyota TM Stock Holding History

Atwood & Palmer’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
-25
Closed -$5.13K – 489
2024
Q2 		$5.13K Hold
25
– – ﹤0.01% 366
2024
Q1 		$6.29K Buy
+25
New +$5.53K ﹤0.01% 331
2017
Q3 		– Sell
-33
Closed -$3K – 315
2017
Q2 		$3K Hold
33
– – ﹤0.01% 294
2017
Q1 		$4K Sell
33
-54
-62% -$6.2K ﹤0.01% 267
2016
Q4 		$10K Hold
87
– – ﹤0.01% 268
2016
Q3 		$10K Buy
87
+54
+164% +$6.18K ﹤0.01% 262
2016
Q2 		$3K Hold
33
– – ﹤0.01% 288
2016
Q1 		$4K Hold
33
– – ﹤0.01% 285
2015
Q4 		$4K Hold
33
– – ﹤0.01% 366
2015
Q3 		$4K Hold
33
– – ﹤0.01% 395
2015
Q2 		$4K Buy
+33
New +$4.55K ﹤0.01% 345

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return