Financial Gravity Asset Management’s Toyota TM Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Hold	0	–	–	–	1064
2023 Q4	–	Hold	0	–	–	–	1142
2021 Q3	–	Hold	0	–	–	–	209
2021 Q2	–	Hold	0	–	–	–	216
2020 Q4	$2K	Buy	+12	New	+$1.68K	﹤0.01%	349
2019 Q4	$141K	Sell	58 -21	-27%	-$2.93K	0.1%	205
2019 Q3	$11K	Sell	79 -38	-32%	-$4.98K	0.01%	601
2019 Q2	$15K	Sell	117 -74	-39%	-$9.02K	0.01%	519
2019 Q1	$23K	Buy	+191	New	+$23.1K	0.02%	422
2018 Q3	$45K	Buy	394 +18	+5%	+$2.28K	0.05%	355
2018 Q2	$47K	Buy	376 +22	+6%	+$2.9K	0.04%	347
2018 Q1	$46K	Buy	+354	New	+$47.4K	0.05%	332

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Financial Gravity Asset Management's TM Position: Q1 2024 in Review

Financial Gravity Asset Management held its Toyota (TM) position steady in Q1 2024 at 0 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Financial Gravity Asset Management first reported a position in TM in Q1 2018 and has held it in 8 quarters since. The position peaked at $141K in Q4 2019. 614 funds tracked by Wall St. Rank hold TM as of Q1 2024.

Financial Gravity Asset Management held 0 shares of Toyota worth $37 as of Q1 2024.
Financial Gravity Asset Management left its Toyota share count unchanged in Q1 2024.
Toyota made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1064 holding.
Financial Gravity Asset Management first reported a position in Toyota in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Toyota position peaked at $141K in Q4 2019.
614 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.