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Avantax Advisory Services’s Toyota TM Stock Holding History

Avantax Advisory 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
2025
Q2 		$3.97M Buy
23,038
+2,344
+11% +$424K 0.02% 532
2025
Q1 		$3.65M Buy
20,694
+1,148
+6% +$214K 0.02% 516
2024
Q4 		$3.8M Buy
19,546
+7,748
+66% +$1.36M 0.02% 485
2024
Q3 		$2.11M Buy
11,798
+155
+1% +$29K 0.01% 678
2024
Q2 		$2.39M Buy
11,643
+9,785
+527% +$2.16M 0.02% 592
2024
Q1 		$468K Sell
1,858
-109
-6% -$24.1K ﹤0.01% 1076
2023
Q4 		$361K Buy
1,967
+82
+4% +$14.9K ﹤0.01% 1142
2023
Q3 		$339K Buy
1,885
+89
+5% +$15.2K ﹤0.01% 1128
2023
Q2 		$289K Sell
1,796
-12
-0.7% -$1.73K ﹤0.01% 1208
2023
Q1 		$256K Buy
1,808
+179
+11% +$25.2K ﹤0.01% 1241
2022
Q4 		$223K Sell
1,629
-576
-26% -$80.3K ﹤0.01% 1261
2022
Q3 		$287K Buy
2,205
+187
+9% +$28.4K ﹤0.01% 1034
2022
Q2 		$311K Buy
2,018
+109
+6% +$18K ﹤0.01% 986
2022
Q1 		$342K Buy
1,909
+389
+26% +$72.7K ﹤0.01% 947
2021
Q4 		$282K Buy
1,520
+171
+13% +$30.8K ﹤0.01% 1006
2021
Q3 		$238K Buy
1,349
+138
+11% +$24.6K ﹤0.01% 1029
2021
Q2 		$211K Buy
+1,211
New +$199K ﹤0.01% 1060
2020
Q4 		– Sell
-2,637
Closed -$351K – 1324
2020
Q3 		$351K Buy
+2,637
New +$343K 0.01% 952

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Advisory Services's TM Position: Q2 2025 in Review

Avantax Advisory Services increased its Toyota (TM) stake by 11% in Q2 2025, buying an estimated $424K and bringing the position to 23,038 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #532.

Avantax Advisory Services first reported a position in TM in Q3 2020 and has held it in 18 quarters since. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Avantax Advisory Services held 23,038 shares of Toyota worth $3.97M as of Q2 2025.
  • Avantax Advisory Services bought 2,344 Toyota shares in Q2 2025, an estimated $424K.
  • Toyota made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #532 holding.
  • Avantax Advisory Services first reported a position in Toyota in Q3 2020 and has held it in 18 quarters since.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.