FLP Wealth Management’s Toyota TM Stock Holding History

FLP 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
2025 Q1	–	Sell	-51	Closed	-$10K	–	415
2024 Q4	$10K	Buy	+51	New	+$8.97K	0.03%	241

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FLP Wealth Management's TM Position: Q1 2025 in Review

FLP Wealth Management sold out of Toyota (TM) in Q1 2025, closing a stake of 51 shares — an estimated $10K sold.

FLP Wealth Management first reported a position in TM in Q4 2024 and held it in 1 quarter. The position peaked at $10K in Q4 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

FLP Wealth Management reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 51 Toyota shares in Q1 2025, an estimated $10K.
FLP Wealth Management first reported a position in Toyota in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Toyota position peaked at $10K in Q4 2024.
608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.