Gen-Wealth Partners’s Toyota TM Stock Holding History

Gen-Wealth Partners’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 Q3	–	Sell	-10	Closed	-$2.05K	–	716
2024 Q2	$2.05K	Hold	10	–	–	﹤0.01%	577
2024 Q1	$2.52K	Buy	+10	New	+$2.21K	﹤0.01%	559

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Gen-Wealth Partners's TM Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Toyota (TM) in Q3 2024, closing a stake of 10 shares — an estimated $2.05K sold.

Gen-Wealth Partners first reported a position in TM in Q1 2024 and held it in 2 quarters. The position peaked at $2.52K in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

Gen-Wealth Partners reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 10 Toyota shares in Q3 2024, an estimated $2.05K.
Gen-Wealth Partners first reported a position in Toyota in Q1 2024 and held it in 2 quarters.
Gen-Wealth Partners's Toyota position peaked at $2.52K in Q1 2024.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.