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Davenport & Co’s Toyota TM Stock Holding History

Davenport & Co’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
Q2 		$218K Sell
1,292
-49
-4% -$9.28K ﹤0.01% 1294
2026
Q1 		$276K Sell
1,341
-655
-33% -$148K ﹤0.01% 1172
2025
Q4 		$427K Sell
1,996
-156
-7% -$31.6K ﹤0.01% 969
2025
Q3 		$411K Buy
2,152
+418
+24% +$78.8K ﹤0.01% 965
2025
Q2 		$299K Sell
1,734
-288
-14% -$52.1K ﹤0.01% 1053
2025
Q1 		$357K Buy
2,022
+26
+1% +$4.84K ﹤0.01% 952
2024
Q4 		$388K Buy
1,996
+182
+10% +$32K ﹤0.01% 919
2024
Q3 		$324K Buy
1,814
+34
+2% +$6.35K ﹤0.01% 946
2024
Q2 		$365K Buy
1,780
+226
+15% +$50K ﹤0.01% 892
2024
Q1 		$391K Buy
+1,554
New +$344K ﹤0.01% 872

Other funds holding TM

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return