Drive Wealth Management’s Toyota TM Stock Holding History

Drive 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
2026 Q1	$353K	Buy	1,711 +87	+5%	+$19.7K	0.07%	219
2025 Q4	$348K	Buy	1,624 +229	+16%	+$46.5K	0.07%	230
2025 Q3	$267K	Sell	1,395 -203	-13%	-$38.3K	0.06%	264
2025 Q2	$275K	Sell	1,598 -137	-8%	-$24.8K	0.06%	249
2025 Q1	$306K	Buy	1,735 +24	+1%	+$4.47K	0.07%	215
2024 Q4	$333K	Sell	1,711 -85	-5%	-$15K	0.08%	195
2024 Q3	$321K	Sell	1,796 -173	-9%	-$32.3K	0.08%	199
2024 Q2	$404K	Sell	1,969 -12	-0.6%	-$2.65K	0.11%	159
2024 Q1	$499K	Buy	1,981 +28	+1%	+$6.2K	0.14%	131
2023 Q4	$358K	Buy	1,953 +102	+6%	+$18.6K	0.12%	166
2023 Q3	$333K	Buy	1,851 +177	+11%	+$30.2K	0.12%	157
2023 Q2	$269K	Buy	1,674 +250	+18%	+$36K	0.1%	196
2023 Q1	$202K	Buy	+1,424	New	+$200K	0.08%	257

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 $761B 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 $5.7T 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