Avion Wealth’s Toyota TM Stock Holding History

Avion 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
2026 Q1	$2K	Hold	10	–	–	﹤0.01%	924
2025 Q4	$2K	Hold	10	–	–	﹤0.01%	930
2025 Q3	$1K	Hold	10	–	–	﹤0.01%	1114
2025 Q2	$1K	Hold	10	–	–	﹤0.01%	1078
2025 Q1	$1K	Hold	10	–	–	﹤0.01%	936
2024 Q4	$1K	Hold	10	–	–	﹤0.01%	934
2024 Q3	$1K	Hold	10	–	–	﹤0.01%	913
2024 Q2	$2K	Hold	10	–	–	﹤0.01%	655
2024 Q1	$3K	Hold	10	–	–	﹤0.01%	602
2023 Q4	$2K	Hold	10	–	–	﹤0.01%	627
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	737
2023 Q2	$1K	Buy	+10	New	+$1.44K	﹤0.01%	651
2022 Q3	–	Sell	-1	Closed	–	–	576
2022 Q2	$0	Buy	+1	New	+$165	﹤0.01%	552
2021 Q3	–	Sell	-130	Closed	-$23K	–	416
2021 Q2	$23K	Hold	130	–	–	0.01%	167
2021 Q1	$20K	Hold	130	–	–	0.01%	168
2020 Q4	$20K	Hold	130	–	–	0.01%	184
2020 Q3	$17K	Hold	130	–	–	0.01%	152
2020 Q2	$16K	Hold	130	–	–	0.01%	143
2020 Q1	$16K	Buy	+130	New	+$17.4K	0.01%	141

Other funds holding TM

Fisher Asset Management

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

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

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

Bank of America

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

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

Natixis Advisors

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