Creative Financial Designs’s Toyota TM Stock Holding History

Creative Financial Designs’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	$12K	Buy	58 +35	+152%	+$7.91K	﹤0.01%	1362
2025 Q4	$4.92K	Buy	23 +2	+10%	+$406	﹤0.01%	1521
2025 Q3	$4.01K	Buy	21 +13	+163%	+$2.45K	﹤0.01%	1577
2025 Q2	$1.38K	Sell	8 -20	-71%	-$3.62K	﹤0.01%	1737
2025 Q1	$4.94K	Buy	+28	New	+$5.21K	﹤0.01%	1494
2022 Q2	–	Hold	0	–	–	–	1362
2022 Q1	–	Sell	-25	Closed	-$4.67K	–	1334
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	1032
2021 Q3	$4K	Sell	25 -10	-29%	-$1.78K	﹤0.01%	1213
2021 Q2	$6K	Buy	+35	New	+$5.75K	﹤0.01%	1144
2018 Q1	–	Sell	-166	Closed	-$21K	–	756
2017 Q4	$21K	Buy	166 +2	+1%	+$249	0.01%	310
2017 Q3	$20K	Hold	164	–	–	0.01%	339
2017 Q2	$17K	Buy	164 +2	+1%	+$214	0.01%	346
2017 Q1	$18K	Hold	162	–	–	0.01%	338
2016 Q4	$19K	Buy	+162	New	+$18.9K	0.02%	326

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 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