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Curi RMB Capital’s Toyota TM Stock Holding History

Curi RMB Capital’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
Q3 		– Sell
-29,095
Closed -$5.01M – 726
2025
Q2 		$5.01M Buy
29,095
+1,318
+5% +$238K 0.1% 212
2025
Q1 		$4.9M Buy
+27,777
New +$5.17M 0.12% 196
2019
Q4 		– Sell
-32,528
Closed -$4.38M – 741
2019
Q3 		$4.38M Buy
+32,528
New +$4.26M 0.16% 187
2018
Q3 		– Sell
-2,075
Closed -$267K – 959
2018
Q2 		$267K Buy
+2,075
New +$274K 0.01% 755
2016
Q1 		– Sell
-1,912
Closed -$235K – 476
2015
Q4 		$235K Buy
1,912
+171
+10% +$21.1K 0.02% 383
2015
Q3 		$204K Sell
1,741
-571
-25% -$71.6K 0.01% 411
2015
Q2 		$310K Buy
2,312
+63
+3% +$8.69K 0.02% 352
2015
Q1 		$315K Sell
2,249
-874
-28% -$117K 0.02% 399
2014
Q4 		$393K Sell
3,123
-933
-23% -$112K 0.03% 357
2014
Q3 		$477K Buy
4,056
+205
+5% +$24.2K 0.03% 345
2014
Q2 		$461K Sell
3,851
-1,723
-31% -$192K 0.03% 331
2014
Q1 		$629K Sell
5,574
-7,095
-56% -$819K 0.04% 260
2013
Q4 		$1.55M Sell
12,669
-5,930
-32% -$745K 0.11% 191
2013
Q3 		$2.38M Sell
18,599
-9,949
-35% -$1.27M 0.17% 153
2013
Q2 		$3.44M Buy
+28,548
New +$3.33M 0.26% 92

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 $761B 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 $5.7T 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return