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Capital Wealth Planning’s Toyota TM Stock Holding History

Capital Wealth Planning’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
-5,538
Closed -$989K – 156
2024
Q3 		$989K Sell
5,538
-10,978
-66% -$2.05M 0.01% 93
2024
Q2 		$3.39M Buy
16,516
+4,845
+42% +$1.07M 0.04% 48
2024
Q1 		$2.94M Buy
11,671
+2,380
+26% +$527K 0.03% 49
2023
Q4 		$1.7M Buy
9,291
+5,780
+165% +$1.05M 0.02% 65
2023
Q3 		$631K Buy
3,511
+695
+25% +$119K 0.01% 92
2023
Q2 		$453K Sell
2,816
-88
-3% -$12.7K 0.01% 104
2023
Q1 		$411K Buy
+2,904
New +$408K 0.01% 110

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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

Capital Wealth Planning's TM Position: Q4 2024 in Review

Capital Wealth Planning sold out of Toyota (TM) in Q4 2024, closing a stake of 5,538 shares — an estimated $989K sold.

Capital Wealth Planning first reported a position in TM in Q1 2023 and held it in 7 quarters. The position peaked at $3.39M in Q2 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Capital Wealth Planning reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 5,538 Toyota shares in Q4 2024, an estimated $989K.
  • Capital Wealth Planning first reported a position in Toyota in Q1 2023 and held it in 7 quarters.
  • Capital Wealth Planning's Toyota position peaked at $3.39M in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.