Capital A Wealth Management’s Toyota TM Stock Holding History

Capital A 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
2025 Q2	–	Sell	-74	Closed	-$13.1K	–	803
2025 Q1	$13.1K	Hold	74	–	–	0.01%	273
2024 Q4	$14.4K	Buy	+74	New	+$13K	0.02%	275

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital A Wealth Management's TM Position: Q2 2025 in Review

Capital A Wealth Management sold out of Toyota (TM) in Q2 2025, closing a stake of 74 shares — an estimated $13.1K sold.

Capital A Wealth Management first reported a position in TM in Q4 2024 and held it in 2 quarters. The position peaked at $14.4K in Q4 2024. 594 funds tracked by Wall St. Rank hold TM as of Q2 2025.

Capital A Wealth Management reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 74 Toyota shares in Q2 2025, an estimated $13.1K.
Capital A Wealth Management first reported a position in Toyota in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Toyota position peaked at $14.4K in Q4 2024.
594 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.