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Baker Avenue Asset Management’s Toyota TM Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-174
Closed -$31.3K – 1386
2023
Q3 		$31.3K Hold
174
– – ﹤0.01% 585
2023
Q2 		$28K Sell
174
-34
-16% -$4.89K ﹤0.01% 600
2023
Q1 		$29.5K Buy
208
+34
+20% +$4.78K ﹤0.01% 606
2022
Q4 		$23.8K Buy
+174
New +$24.3K ﹤0.01% 591

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.31B AUM 17.03% 1-Year Est. Return

Baker Avenue Asset Management's TM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Toyota (TM) in Q4 2023, closing a stake of 174 shares — an estimated $31.3K sold.

Baker Avenue Asset Management first reported a position in TM in Q4 2022 and held it in 4 quarters. The position peaked at $31.3K in Q3 2023. 532 funds tracked by Wall St. Rank hold TM as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Toyota position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 174 Toyota shares in Q4 2023, an estimated $31.3K.
  • Baker Avenue Asset Management first reported a position in Toyota in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Toyota position peaked at $31.3K in Q3 2023.
  • 532 funds tracked by Wall St. Rank held Toyota as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.