Corient Private Wealth
TM icon

Corient Private Wealth’s Toyota TM Stock Holding History

Corient Private Wealth’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 		$4.78M Sell
23,355
-30,600
-57% -$6.92M 0.01% 864
2025
Q4 		$11.5M Buy
53,955
+25,307
+88% +$5.13M 0.01% 732
2025
Q3 		$5.47M Buy
28,648
+4,595
+19% +$866K 0.01% 678
2025
Q2 		$4.14M Buy
24,053
+289
+1% +$52.3K 0.01% 758
2025
Q1 		$4.2M Sell
23,764
-4,873
-17% -$907K 0.01% 734
2024
Q4 		$5.57M Sell
28,637
-991
-3% -$174K 0.01% 667
2024
Q3 		$5.29M Buy
29,628
+6,313
+27% +$1.18M 0.01% 732
2024
Q2 		$4.78M Buy
23,315
+313
+1% +$69.2K 0.01% 715
2024
Q1 		$5.79M Sell
23,002
-2,302
-9% -$510K 0.01% 674
2023
Q4 		$4.64M Buy
25,304
+2,439
+11% +$445K 0.01% 711
2023
Q3 		$4.12M Buy
22,865
+1,880
+9% +$321K 0.01% 682
2023
Q2 		$3.37M Buy
20,985
+1,068
+5% +$154K 0.01% 743
2023
Q1 		$2.82M Buy
19,917
+9,348
+88% +$1.31M 0.01% 745
2022
Q4 		$1.44M Buy
+10,569
New +$1.47M 0.01% 805

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Fidelity Investments
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BlackRock
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Bank of America
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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