Baystate Wealth Management’s Toyota TM Stock Holding History

Baystate 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
2023 Q4	$15.2K	Hold	82	–	–	﹤0.01%	626
2023 Q3	$14.7K	Buy	82 +41	+100%	+$7K	﹤0.01%	514
2023 Q2	$6.59K	Buy	+41	New	+$5.9K	﹤0.01%	648

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Baystate Wealth Management's TM Position: Q4 2023 in Review

Baystate Wealth Management held its Toyota (TM) position steady in Q4 2023 at 82 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Baystate Wealth Management first reported a position in TM in Q2 2023 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold TM as of Q4 2023.

Baystate Wealth Management held 82 shares of Toyota worth $15.2K as of Q4 2023.
Baystate Wealth Management left its Toyota share count unchanged in Q4 2023.
Toyota made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #626 holding.
Baystate Wealth Management first reported a position in Toyota in Q2 2023 and has held it in 3 quarters since.
532 funds tracked by Wall St. Rank held Toyota as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.