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Cassady Schiller Wealth Management’s Toyota TM Stock Holding History

Cassady Schiller 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
2024
Q4 		$15.8K Hold
81
– – 0.01% 302
2024
Q3 		$14.5K Hold
81
– – 0.01% 300
2024
Q2 		$16.6K Hold
81
– – 0.01% 285
2024
Q1 		$20.4K Hold
81
– – 0.01% 287
2023
Q4 		$14.9K Hold
81
– – 0.01% 304
2023
Q3 		$14.6K Hold
81
– – 0.01% 299
2023
Q2 		$13K Hold
81
– – 0.01% 318
2023
Q1 		$11.5K Hold
81
– – 0.01% 314
2022
Q4 		$11.1K Buy
+81
New +$11.3K 0.01% 311
2022
Q1 		– Sell
-81
Closed -$15K – 551
2021
Q4 		$15K Buy
+81
New +$14.6K 0.01% 293

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cassady Schiller Wealth Management's TM Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Toyota (TM) position steady in Q4 2024 at 81 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #302.

Cassady Schiller Wealth Management first reported a position in TM in Q4 2021 and has held it in 10 quarters since. The position peaked at $20.4K in Q1 2024. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Cassady Schiller Wealth Management held 81 shares of Toyota worth $15.8K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Toyota share count unchanged in Q4 2024.
  • Toyota made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #302 holding.
  • Cassady Schiller Wealth Management first reported a position in Toyota in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Toyota position peaked at $20.4K in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.