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First Trust Direct Indexing’s Toyota TM Stock Holding History

First Trust Direct Indexing’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
-17,394
Closed -$3.11M – 834
2024
Q3 		$3.11M Sell
17,394
-3,183
-15% -$595K 0.17% 116
2024
Q2 		$4.22M Buy
20,577
+1,534
+8% +$339K 0.26% 70
2024
Q1 		$4.79M Sell
19,043
-159
-0.8% -$35.2K 0.36% 43
2023
Q4 		$3.52M Buy
19,202
+2,726
+17% +$497K 0.32% 56
2023
Q3 		$2.96M Buy
16,476
+725
+5% +$124K 0.34% 48
2023
Q2 		$2.53M Sell
15,751
-495
-3% -$71.2K 0.28% 62
2023
Q1 		$2.3M Sell
16,246
-723
-4% -$102K 0.27% 76
2022
Q4 		$2.32M Buy
16,969
+1,584
+10% +$221K 0.31% 67
2022
Q3 		$2M Sell
15,385
-164
-1% -$24.9K 0.29% 64
2022
Q2 		$2.4M Buy
15,549
+2,233
+17% +$369K 0.33% 56
2022
Q1 		$2.4M Buy
13,316
+1,667
+14% +$312K 0.29% 64
2021
Q4 		$2.16M Buy
11,649
+273
+2% +$49.1K 0.28% 72
2021
Q3 		$2.02M Buy
11,376
+1,685
+17% +$301K 0.29% 68
2021
Q2 		$1.69M Buy
9,691
+3,985
+70% +$654K 0.25% 87
2021
Q1 		$890K Buy
5,706
+418
+8% +$63.2K 0.24% 116
2020
Q4 		$817K Buy
+5,288
New +$739K 0.22% 113

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

First Trust Direct Indexing's TM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Toyota (TM) in Q4 2024, closing a stake of 17,394 shares — an estimated $3.11M sold.

First Trust Direct Indexing first reported a position in TM in Q4 2020 and held it in 16 quarters. The position peaked at $4.79M in Q1 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 17,394 Toyota shares in Q4 2024, an estimated $3.11M.
  • First Trust Direct Indexing first reported a position in Toyota in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Toyota position peaked at $4.79M in Q1 2024.
  • 607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.