CA
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CoreCap Advisors’s Toyota TM Stock Holding History

CoreCap 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
Q2 		$29.8K Sell
177
-2
-1% -$379 ﹤0.01% 1635
2026
Q1 		$36.9K Sell
179
-100
-36% -$22.6K ﹤0.01% 1437
2025
Q4 		$59.7K Sell
279
-85
-23% -$17.2K ﹤0.01% 1237
2025
Q3 		$69.6K Buy
364
+3
+0.8% +$565 ﹤0.01% 1177
2025
Q2 		$62.2K Buy
361
+79
+28% +$14.3K ﹤0.01% 1148
2025
Q1 		$49.8K Buy
282
+89
+46% +$16.6K ﹤0.01% 1168
2024
Q4 		$37.6K Hold
193
– – ﹤0.01% 1300
2024
Q3 		$34.5K Buy
+193
New +$36.1K ﹤0.01% 1339
2024
Q2 		– Sell
-433
Closed -$109K – 2500
2024
Q1 		$109K Buy
+433
New +$95.8K 0.01% 810
2022
Q4 		$39.3K Buy
+288
New +$40.2K ﹤0.01% 1071
2022
Q3 		– Sell
-288
Closed -$44K – 1947
2022
Q2 		$44K Buy
+288
New +$47.6K ﹤0.01% 983
2022
Q1 		– Sell
-60
Closed -$11K – 1944
2021
Q4 		$11K Buy
+60
New +$10.8K ﹤0.01% 1531

Other funds holding TM

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return