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Coppell Advisory Solutions’s Toyota TM Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-160
Closed -$31.3K – 1716
2024
Q4 		$31.3K Sell
160
-23
-13% -$4.05K ﹤0.01% 729
2024
Q3 		$33.5K Sell
183
-6
-3% -$1.12K ﹤0.01% 685
2024
Q2 		$38.7K Buy
+189
New +$41.8K 0.01% 561
2023
Q4 		$19.6K Buy
107
+22
+26% +$4.01K ﹤0.01% 746
2023
Q3 		$11.6K Sell
85
-72
-46% -$12.3K ﹤0.01% 585
2023
Q2 		$25.2K Buy
+157
New +$22.6K 0.01% 518
2023
Q1 		– Sell
-85
Closed -$11.6K – 986
2022
Q4 		$11.6K Buy
+85
New +$11.9K ﹤0.01% 588

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Coppell Advisory Solutions's TM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Toyota (TM) in Q1 2025, closing a stake of 160 shares — an estimated $31.3K sold.

Coppell Advisory Solutions first reported a position in TM in Q4 2022 and held it in 7 quarters. The position peaked at $38.7K in Q2 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 160 Toyota shares in Q1 2025, an estimated $31.3K.
  • Coppell Advisory Solutions first reported a position in Toyota in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Toyota position peaked at $38.7K in Q2 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.