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Baldwin Wealth Partners’s Toyota TM Stock Holding History

Baldwin Wealth 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
Q4 		– Sell
-500
Closed -$89.3K – 935
2024
Q3 		$89.3K Hold
500
– – 0.01% 426
2024
Q2 		$102K Hold
500
– – 0.01% 262
2024
Q1 		$126K Hold
500
– – 0.01% 248
2023
Q4 		$91.7K Buy
+500
New +$91.2K 0.01% 286
2019
Q3 		– Sell
-32
Closed -$4K – 542
2019
Q2 		$4K Buy
+32
New +$3.9K ﹤0.01% 478
2013
Q4 		– Sell
-13,454
Closed -$1.72M – 255
2013
Q3 		$1.72M Buy
13,454
+3,140
+30% +$400K 0.31% 80
2013
Q2 		$1.24M Buy
+10,314
New +$1.2M 0.25% 97

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Northern Trust
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return