CWM
TM icon

Curi Wealth Management’s Toyota TM Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-9
Closed -$1K – 639
2022
Q2 		$1K Hold
9
– – ﹤0.01% 598
2022
Q1 		$1K Hold
9
– – ﹤0.01% 500
2021
Q4 		$1K Buy
+9
New +$1.62K ﹤0.01% 463
2021
Q1 		– Sell
-9
Closed -$1K – 444
2020
Q4 		$1K Buy
+9
New +$1.26K ﹤0.01% 373

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Curi Wealth Management's TM Position: Q3 2022 in Review

Curi Wealth Management sold out of Toyota (TM) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in TM in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 406 funds tracked by Wall St. Rank hold TM as of Q3 2022.

  • Curi Wealth Management reported no remaining Toyota position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 9 Toyota shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Toyota in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Toyota position peaked at $1K in Q2 2022.
  • 406 funds tracked by Wall St. Rank held Toyota as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.