CVA Family Office’s Toyota TM Stock Holding History

CVA Family Office’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	$16.9K	Hold	82	–	–	﹤0.01%	845
2025 Q4	$17.6K	Sell	82 -5	-6%	-$1.01K	﹤0.01%	714
2025 Q3	$16.6K	Hold	87	–	–	﹤0.01%	732
2025 Q2	$15K	Buy	87 +2	+2%	+$362	﹤0.01%	737
2025 Q1	$15K	Hold	85	–	–	﹤0.01%	729
2024 Q4	$16.5K	Hold	85	–	–	﹤0.01%	707
2024 Q3	$15.2K	Sell	85 -6	-7%	-$1.12K	﹤0.01%	691
2024 Q2	$18.7K	Hold	91	–	–	﹤0.01%	650
2024 Q1	$22.9K	Hold	91	–	–	﹤0.01%	618
2023 Q4	$16.7K	Buy	+91	New	+$16.6K	﹤0.01%	654
2023 Q3	–	Sell	-63	Closed	-$10.1K	–	870
2023 Q2	$10.1K	Buy	63 +14	+29%	+$2.01K	﹤0.01%	720
2023 Q1	$6.94K	Sell	49 -67	-58%	-$9.42K	﹤0.01%	732
2022 Q4	$15.8K	Buy	116 +67	+137%	+$9.34K	﹤0.01%	601
2022 Q3	$6K	Hold	49	–	–	﹤0.01%	706
2022 Q2	$8K	Hold	49	–	–	﹤0.01%	687
2022 Q1	$9K	Hold	49	–	–	﹤0.01%	702
2021 Q4	$9K	Buy	+49	New	+$8.81K	﹤0.01%	671
2021 Q3	–	Sell	-49	Closed	-$9K	–	831
2021 Q2	$9K	Buy	+49	New	+$8.04K	﹤0.01%	682

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 $871B 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 $5.72T 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