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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

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Baldwin Wealth Partners's TM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Toyota (TM) in Q4 2024, closing a stake of 500 shares — an estimated $89.3K sold.

Baldwin Wealth Partners first reported a position in TM in Q2 2013 and held it in 7 quarters. The position peaked at $1.72M in Q3 2013. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 500 Toyota shares in Q4 2024, an estimated $89.3K.
  • Baldwin Wealth Partners first reported a position in Toyota in Q2 2013 and held it in 7 quarters.
  • Baldwin Wealth Partners's Toyota position peaked at $1.72M in Q3 2013.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.