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Cetera Advisors’s Toyota TM Stock Holding History

Cetera 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 		$1.09M Buy
4,350
+2,478
+132% +$548K 0.01% 1118
2023
Q4 		$343K Buy
1,872
+326
+21% +$59.4K ﹤0.01% 1349
2023
Q3 		$278K Buy
+1,546
New +$264K ﹤0.01% 1356
2022
Q1 		– Sell
-1,230
Closed -$228K – 1531
2021
Q4 		$228K Buy
1,230
+62
+5% +$11.2K ﹤0.01% 1253
2021
Q3 		$208K Buy
+1,168
New +$208K ﹤0.01% 1286
2018
Q3 		– Sell
-2,475
Closed -$318K – 1000
2018
Q2 		$318K Buy
2,475
+250
+11% +$33K 0.02% 649
2018
Q1 		$288K Sell
2,225
-40
-2% -$5.36K 0.02% 622
2017
Q4 		$289K Buy
2,265
+487
+27% +$60.7K 0.02% 591
2017
Q3 		$215K Buy
+1,778
New +$202K 0.01% 733
2016
Q1 		– Sell
-1,874
Closed -$230K – 770
2015
Q4 		$230K Buy
+1,874
New +$232K 0.02% 605

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
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

Cetera Advisors's TM Position: Q1 2024 in Review

Cetera Advisors increased its Toyota (TM) stake by 132% in Q1 2024, buying an estimated $548K and bringing the position to 4,350 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1118.

Cetera Advisors first reported a position in TM in Q4 2015 and has held it in 10 quarters since. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Cetera Advisors held 4,350 shares of Toyota worth $1.09M as of Q1 2024.
  • Cetera Advisors bought 2,478 Toyota shares in Q1 2024, an estimated $548K.
  • Toyota made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1118 holding.
  • Cetera Advisors first reported a position in Toyota in Q4 2015 and has held it in 10 quarters since.
  • 613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.