Aveo Capital Partners’s Toyota TM Stock Holding History

Aveo Capital Partners’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	-1,179	Closed	-$242K	–	351
2024 Q2	$242K	Sell	1,179 -404	-26%	-$89.4K	0.03%	285
2024 Q1	$369K	Buy	+1,583	New	+$350K	0.04%	265

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

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

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

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

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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

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

Aveo Capital Partners's TM Position: Q3 2024 in Review

Aveo Capital Partners sold out of Toyota (TM) in Q3 2024, closing a stake of 1,179 shares — an estimated $242K sold.

Aveo Capital Partners first reported a position in TM in Q1 2024 and held it in 2 quarters. The position peaked at $369K in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

Aveo Capital Partners reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
Aveo Capital Partners sold 1,179 Toyota shares in Q3 2024, an estimated $242K.
Aveo Capital Partners first reported a position in Toyota in Q1 2024 and held it in 2 quarters.
Aveo Capital Partners's Toyota position peaked at $369K in Q1 2024.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Aveo Capital Partners's 13F filing for Q3 2024, filed 12 Nov 2024.