CA
TM icon

Clearstead Advisors’s Toyota TM Stock Holding History

Clearstead 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
2026
Q1 		$47.4K Hold
230
– – ﹤0.01% 1294
2025
Q4 		$49.2K Hold
230
– – ﹤0.01% 1409
2025
Q3 		$44K Hold
230
– – ﹤0.01% 1321
2025
Q2 		$39.6K Sell
230
-11
-5% -$1.99K ﹤0.01% 1360
2025
Q1 		$42.5K Buy
241
+6
+3% +$1.12K ﹤0.01% 1212
2024
Q4 		$45.7K Sell
235
-143
-38% -$25.2K ﹤0.01% 1179
2024
Q3 		$67.5K Hold
378
– – ﹤0.01% 1135
2024
Q2 		$77.5K Buy
378
+63
+20% +$13.9K ﹤0.01% 1056
2024
Q1 		$67.9K Buy
315
+85
+37% +$18.8K ﹤0.01% 695
2023
Q4 		$42.2K Sell
230
-230
-50% -$41.9K ﹤0.01% 788
2023
Q3 		$82.7K Buy
460
+230
+100% +$39.3K ﹤0.01% 782
2023
Q2 		$37K Hold
230
– – ﹤0.01% 785
2023
Q1 		$32.6K Hold
230
– – ﹤0.01% 754
2022
Q4 		$31.4K Buy
230
+14
+6% +$1.95K ﹤0.01% 713
2022
Q3 		$28K Hold
216
– – ﹤0.01% 712
2022
Q2 		$33K Hold
216
– – ﹤0.01% 707
2022
Q1 		$39K Hold
216
– – ﹤0.01% 730
2021
Q4 		$40K Hold
216
– – ﹤0.01% 698
2021
Q3 		$38K Buy
216
+4
+2% +$714 ﹤0.01% 657
2021
Q2 		$37K Buy
212
+150
+242% +$24.6K ﹤0.01% 606
2021
Q1 		$10K Hold
62
– – ﹤0.01% 787
2020
Q4 		$10K Buy
+62
New +$8.67K ﹤0.01% 726

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 $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return