Avior Wealth Management’s Toyota TM Stock Holding History

Avior Wealth Management’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 Q2	$286K	Sell	1,700 -226	-12%	-$42.8K	0.01%	672
2026 Q1	$397K	Buy	1,926 +318	+20%	+$71.9K	0.01%	594
2025 Q4	$344K	Buy	1,608 +5	+0.3%	+$1.01K	0.01%	574
2025 Q3	$306K	Sell	1,603 -38	-2%	-$7.16K	0.01%	586
2025 Q2	$283K	Sell	1,641 -13	-0.8%	-$2.35K	0.01%	583
2025 Q1	$292K	Sell	1,654 -8	-0.5%	-$1.49K	0.01%	555
2024 Q4	$324K	Buy	1,662 +67	+4%	+$11.8K	0.01%	575
2024 Q3	$285K	Buy	1,595 +520	+48%	+$97.1K	0.01%	603
2024 Q2	$220K	Sell	1,075 -182	-14%	-$40.3K	0.01%	648
2024 Q1	$316K	Buy	+1,257	New	+$278K	0.01%	570
2023 Q3	–	Sell	-55	Closed	-$8.84K	–	1672
2023 Q2	$8.84K	Buy	+55	New	+$7.91K	﹤0.01%	1047
2019 Q3	–	Sell	-13	Closed	-$2K	–	868
2019 Q2	$2K	Hold	13	–	–	﹤0.01%	746
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	630
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	689
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	689
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	724
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	696
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	700
2017 Q3	$2K	Hold	13	–	–	﹤0.01%	465
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	434
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	473
2016 Q4	$2K	Hold	13	–	–	﹤0.01%	460
2016 Q3	$2K	Hold	13	–	–	﹤0.01%	429
2016 Q2	$1K	Sell	13 -50	-79%	-$5.14K	﹤0.01%	447
2016 Q1	$7K	Hold	63	–	–	﹤0.01%	372
2015 Q4	$8K	Buy	63 +50	+385%	+$6.18K	﹤0.01%	333
2015 Q3	$2K	Hold	13	–	–	﹤0.01%	374
2015 Q2	$2K	Hold	13	–	–	﹤0.01%	358
2015 Q1	$2K	Hold	13	–	–	﹤0.01%	326
2014 Q4	$2K	Hold	13	–	–	﹤0.01%	307
2014 Q3	$2K	Hold	13	–	–	﹤0.01%	310
2014 Q2	$2K	Hold	13	–	–	﹤0.01%	309
2014 Q1	$1K	Buy	+13	New	+$1.5K	﹤0.01%	329

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return