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Bleakley Financial Group’s Toyota TM Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-2,441
Closed -$475K – 953
2024
Q4 		$475K Buy
2,441
+79
+3% +$13.9K 0.01% 639
2024
Q3 		$422K Buy
2,362
+265
+13% +$49.5K 0.01% 645
2024
Q2 		$430K Buy
2,097
+17
+0.8% +$3.76K 0.01% 651
2024
Q1 		$523K Buy
2,080
+42
+2% +$9.3K 0.02% 599
2023
Q4 		$374K Sell
2,038
-118
-5% -$21.5K 0.01% 666
2023
Q3 		$388K Sell
2,156
-309
-13% -$52.8K 0.01% 608
2023
Q2 		$396K Sell
2,465
-22
-0.9% -$3.17K 0.01% 650
2023
Q1 		$352K Buy
2,487
+19
+0.8% +$2.67K 0.01% 663
2022
Q4 		$337K Buy
+2,468
New +$344K 0.01% 662

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bleakley Financial Group's TM Position: Q1 2025 in Review

Bleakley Financial Group sold out of Toyota (TM) in Q1 2025, closing a stake of 2,441 shares — an estimated $475K sold.

Bleakley Financial Group first reported a position in TM in Q4 2022 and held it in 9 quarters. The position peaked at $523K in Q1 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

  • Bleakley Financial Group reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,441 Toyota shares in Q1 2025, an estimated $475K.
  • Bleakley Financial Group first reported a position in Toyota in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Toyota position peaked at $523K in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.