DecisionPoint Financial’s Toyota TM Stock Holding History

DecisionPoint Financial’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 Q4	–	Sell	-9	Closed	-$1.73K	–	745
2025 Q3	$1.73K	Buy	+9	New	+$1.7K	﹤0.01%	254
2025 Q2	–	Sell	-13	Closed	-$2.29K	–	686
2025 Q1	$2.29K	Hold	13	–	–	﹤0.01%	200
2024 Q4	$2.53K	Hold	13	–	–	﹤0.01%	214
2024 Q3	$2.32K	Hold	13	–	–	﹤0.01%	207
2024 Q2	$2.52K	Hold	13	–	–	﹤0.01%	205
2024 Q1	$2.95K	Hold	13	–	–	﹤0.01%	213
2023 Q4	$2.38K	Hold	13	–	–	﹤0.01%	176
2023 Q3	$2.34K	Hold	13	–	–	﹤0.01%	187
2023 Q2	$2.09K	Hold	13	–	–	﹤0.01%	171
2023 Q1	$1.84K	Hold	13	–	–	﹤0.01%	169
2022 Q4	$1.78K	Buy	+13	New	+$1.81K	﹤0.01%	150

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return