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Glassman Wealth Services’s Toyota TM Stock Holding History

Glassman Wealth Services’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 		– Sell
-740
Closed -$136K – 1657
2023
Q4 		$136K Buy
740
+74
+11% +$13.5K 0.02% 250
2023
Q3 		$120K Buy
666
+109
+20% +$18.6K 0.02% 247
2023
Q2 		$89.5K Sell
557
-75
-12% -$10.8K 0.01% 283
2023
Q1 		$89.5K Sell
632
-14
-2% -$1.97K 0.02% 279
2022
Q4 		$88.2K Buy
646
+94
+17% +$13.1K 0.02% 291
2022
Q3 		$72K Buy
552
+32
+6% +$4.85K 0.02% 307
2022
Q2 		$80K Sell
520
-56
-10% -$9.26K 0.02% 298
2022
Q1 		$104K Buy
576
+26
+5% +$4.86K 0.02% 255
2021
Q4 		$102K Buy
550
+131
+31% +$23.6K 0.02% 242
2021
Q3 		$74K Buy
419
+51
+14% +$9.1K 0.02% 286
2021
Q2 		$64K Buy
368
+5
+1% +$821 0.01% 303
2021
Q1 		$57K Sell
363
-28
-7% -$4.24K 0.01% 301
2020
Q4 		$60K Buy
391
+159
+69% +$22.2K 0.01% 310
2020
Q3 		$31K Buy
232
+120
+107% +$15.6K 0.01% 369
2020
Q2 		$14K Buy
112
+91
+433% +$11.3K ﹤0.01% 440
2020
Q1 		$3K Buy
21
+7
+50% +$934 ﹤0.01% 642
2019
Q4 		$2K Buy
+14
New +$1.96K ﹤0.01% 796
2016
Q2 		– Sell
-50
Closed -$5K – 452
2016
Q1 		$5K Hold
50
– – ﹤0.01% 378
2015
Q4 		$6K Hold
50
– – 0.01% 362
2015
Q3 		$6K Hold
50
– – 0.01% 348
2015
Q2 		$7K Hold
50
– – 0.01% 361
2015
Q1 		$7K Hold
50
– – 0.01% 368
2014
Q4 		$6K Buy
+50
New +$6.01K ﹤0.01% 416

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Ameriprise
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

Glassman Wealth Services's TM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Toyota (TM) in Q1 2024, closing a stake of 740 shares — an estimated $136K sold.

Glassman Wealth Services first reported a position in TM in Q4 2014 and held it in 23 quarters. The position peaked at $136K in Q4 2023. 614 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 740 Toyota shares in Q1 2024, an estimated $136K.
  • Glassman Wealth Services first reported a position in Toyota in Q4 2014 and held it in 23 quarters.
  • Glassman Wealth Services's Toyota position peaked at $136K in Q4 2023.
  • 614 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.