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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 $336B AUM 34.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atwood & Palmer's TM Position: Q3 2024 in Review

Atwood & Palmer sold out of Toyota (TM) in Q3 2024, closing a stake of 25 shares — an estimated $5.13K sold.

Atwood & Palmer first reported a position in TM in Q2 2015 and held it in 11 quarters. The position peaked at $10K in Q4 2016. 574 funds tracked by Wall St. Rank hold TM as of Q3 2024.

  • Atwood & Palmer reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
  • Atwood & Palmer sold 25 Toyota shares in Q3 2024, an estimated $5.13K.
  • Atwood & Palmer first reported a position in Toyota in Q2 2015 and held it in 11 quarters.
  • Atwood & Palmer's Toyota position peaked at $10K in Q4 2016.
  • 574 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.