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Baron Silver Stevens Financial Advisors’s Toyota TM Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q2 		– Sell
-904
Closed -$228K – 127
2024
Q1 		$228K Buy
+904
New +$200K 0.04% 112
2022
Q4 		– Sell
-815
Closed -$291 – 138
2022
Q3 		$291 Buy
+815
New +$124K 0.08% 67
2021
Q1 		– Sell
-825
Closed -$127K – 422
2020
Q4 		$127K Buy
+825
New +$115K 0.04% 84

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's TM Position: Q2 2024 in Review

Baron Silver Stevens Financial Advisors sold out of Toyota (TM) in Q2 2024, closing a stake of 904 shares — an estimated $228K sold.

Baron Silver Stevens Financial Advisors first reported a position in TM in Q4 2020 and held it in 3 quarters. The position peaked at $228K in Q1 2024. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • Baron Silver Stevens Financial Advisors reported no remaining Toyota position as of Q2 2024 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 904 Toyota shares in Q2 2024, an estimated $228K.
  • Baron Silver Stevens Financial Advisors first reported a position in Toyota in Q4 2020 and held it in 3 quarters.
  • Baron Silver Stevens Financial Advisors's Toyota position peaked at $228K in Q1 2024.
  • 599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.