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Curated Wealth Partners’s Toyota TM Stock Holding History

Curated Wealth Partners’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
2024
Q1 		– Sell
-1,573
Closed -$288K – 252
2023
Q4 		$288K Hold
1,573
– – 0.05% 120
2023
Q3 		$283K Buy
+1,573
New +$269K 0.05% 108
2023
Q1 		– Sell
-2,011
Closed -$275K – 140
2022
Q4 		$275K Sell
2,011
-386
-16% -$53.8K 0.07% 102
2022
Q3 		$312K Sell
2,397
-430
-15% -$65.2K 0.09% 90
2022
Q2 		$436K Buy
2,827
+85
+3% +$14.1K 0.13% 74
2022
Q1 		$509K Hold
2,742
– – 0.17% 75
2021
Q4 		$509K Sell
2,742
-213
-7% -$38.3K 0.16% 78
2021
Q3 		$525K Sell
2,955
-286
-9% -$51.1K 0.29% 71
2021
Q2 		$567K Buy
3,241
+21
+0.7% +$3.45K 0.31% 63
2021
Q1 		$503K Sell
3,220
-72
-2% -$10.9K 0.31% 64
2020
Q4 		$509K Buy
+3,292
New +$460K 0.33% 59

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Curated Wealth Partners's TM Position: Q1 2024 in Review

Curated Wealth Partners sold out of Toyota (TM) in Q1 2024, closing a stake of 1,573 shares — an estimated $288K sold.

Curated Wealth Partners first reported a position in TM in Q4 2020 and held it in 11 quarters. The position peaked at $567K in Q2 2021. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Curated Wealth Partners reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 1,573 Toyota shares in Q1 2024, an estimated $288K.
  • Curated Wealth Partners first reported a position in Toyota in Q4 2020 and held it in 11 quarters.
  • Curated Wealth Partners's Toyota position peaked at $567K in Q2 2021.
  • 613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.