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Cerity Partners’s
Toyota
TM
Stock Holding History
Cerity Partners’s Portfolio
TM Stock Details
TM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$7.46M
Buy
36,198
+2,549
+8%
+$576K
0.01%
836
2025
Q4
$7.2M
Buy
33,649
+3,441
+11%
+$698K
0.01%
789
2025
Q3
$5.77M
Buy
30,208
+1,425
+5%
+$269K
0.01%
795
2025
Q2
$4.96M
Sell
28,783
-7,791
-21%
-$1.41M
0.01%
805
2025
Q1
$6.46M
Buy
36,574
+57
+0.2%
+$10.6K
0.01%
630
2024
Q4
$6.91M
Sell
36,517
-5,585
-13%
-$983K
0.02%
606
2024
Q3
$7.52M
Buy
42,102
+14,054
+50%
+$2.63M
0.02%
575
2024
Q2
$5.75M
Sell
28,048
-13,460
-32%
-$2.98M
0.02%
568
2024
Q1
$10.4M
Buy
41,508
+13,808
+50%
+$3.06M
0.03%
445
2023
Q4
$5.08M
Buy
27,700
+8,340
+43%
+$1.52M
0.02%
535
2023
Q3
$3.48M
Sell
19,360
-6,950
-26%
-$1.19M
0.02%
481
2023
Q2
$4.23M
Buy
26,310
+431
+2%
+$62K
0.02%
538
2023
Q1
$7.21M
Buy
25,879
+1,460
+6%
+$205K
0.02%
421
2022
Q4
$3.33M
Buy
24,419
+15,103
+162%
+$2.11M
0.02%
433
2022
Q3
$1.21M
Sell
9,316
-574
-6%
-$87K
0.01%
472
2022
Q2
$1.52M
Buy
9,890
+8,535
+630%
+$1.41M
0.02%
464
2022
Q1
$245K
Sell
1,355
-3,050
-69%
-$570K
﹤0.01%
799
2021
Q4
$820K
Buy
+4,405
New
+$792K
0.01%
471
2018
Q1
–
Sell
-2,338
Closed
-$297K
–
579
2017
Q4
$297K
Sell
2,338
-364
-13%
-$45.4K
0.02%
448
2017
Q3
$322K
Buy
+2,702
New
+$306K
0.02%
418
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$295B AUM
31.6%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Natixis Advisors
Boston, Massachusetts
$71.9B AUM
28.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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