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Compass Planning Associates’s Toyota TM Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-103
Closed -$17.7K – 111
2025
Q2 		$17.7K Buy
103
+2
+2% +$362 0.02% 81
2025
Q1 		$17.9K Hold
101
– – 0.02% 84
2024
Q4 		$19.7K Buy
+101
New +$17.8K 0.02% 83

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Compass Planning Associates's TM Position: Q3 2025 in Review

Compass Planning Associates sold out of Toyota (TM) in Q3 2025, closing a stake of 103 shares — an estimated $17.7K sold.

Compass Planning Associates first reported a position in TM in Q4 2024 and held it in 3 quarters. The position peaked at $19.7K in Q4 2024. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

  • Compass Planning Associates reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 103 Toyota shares in Q3 2025, an estimated $17.7K.
  • Compass Planning Associates first reported a position in Toyota in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Toyota position peaked at $19.7K in Q4 2024.
  • 624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.