Aventura Private Wealth’s Toyota TM Stock Holding History

Aventura Private Wealth’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	–	Sell	-34	Closed	-$6K	–	836
2025 Q1	$6K	Buy	+34	New	+$6.33K	﹤0.01%	512

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Aventura Private Wealth's TM Position: Q2 2025 in Review

Aventura Private Wealth sold out of Toyota (TM) in Q2 2025, closing a stake of 34 shares — an estimated $6K sold.

Aventura Private Wealth first reported a position in TM in Q1 2025 and held it in 1 quarter. The position peaked at $6K in Q1 2025. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

Aventura Private Wealth reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
Aventura Private Wealth sold 34 Toyota shares in Q2 2025, an estimated $6K.
Aventura Private Wealth first reported a position in Toyota in Q1 2025 and held it in 1 quarter.
Aventura Private Wealth's Toyota position peaked at $6K in Q1 2025.
593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.