Drake & Associates’s Toyota TM Stock Holding History

Drake & Associates’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
2024 Q4	–	Sell	-3,024	Closed	-$540K	–	105
2024 Q3	$540K	Buy	+3,024	New	+$565K	0.17%	48

Other funds holding TM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Drake & Associates's TM Position: Q4 2024 in Review

Drake & Associates sold out of Toyota (TM) in Q4 2024, closing a stake of 3,024 shares — an estimated $540K sold.

Drake & Associates first reported a position in TM in Q3 2024 and held it in 1 quarter. The position peaked at $540K in Q3 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

Drake & Associates reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
Drake & Associates sold 3,024 Toyota shares in Q4 2024, an estimated $540K.
Drake & Associates first reported a position in Toyota in Q3 2024 and held it in 1 quarter.
Drake & Associates's Toyota position peaked at $540K in Q3 2024.
607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Drake & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.