Capstone Investment Advisors’s Toyota TM Stock Holding History

Capstone Investment 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 Q1	–	Sell	-3,073	Closed	-$564K	–	2545
2023 Q4	$564K	Buy	+3,073	New	+$560K	﹤0.01%	1286

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Capstone Investment Advisors's TM Position: Q1 2024 in Review

Capstone Investment Advisors sold out of Toyota (TM) in Q1 2024, closing a stake of 3,073 shares — an estimated $564K sold.

Capstone Investment Advisors first reported a position in TM in Q4 2023 and held it in 1 quarter. The position peaked at $564K in Q4 2023. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

Capstone Investment Advisors reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
Capstone Investment Advisors sold 3,073 Toyota shares in Q1 2024, an estimated $564K.
Capstone Investment Advisors first reported a position in Toyota in Q4 2023 and held it in 1 quarter.
Capstone Investment Advisors's Toyota position peaked at $564K in Q4 2023.
613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.