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Guardian Financial Partners’s Toyota TM Stock Holding History

Guardian Financial 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
-1,000
Closed -$205K – 47
2024
Q2 		$205K Hold
1,000
– – 0.14% 45
2024
Q1 		$252K Buy
+1,000
New +$221K 0.17% 42
2023
Q2 		– Sell
-1,585
Closed -$225K – 37
2023
Q1 		$225K Buy
1,585
+75
+5% +$10.5K 0.23% 40
2022
Q4 		$206K Buy
+1,510
New +$211K 0.22% 39
2022
Q3 		– Sell
-1,410
Closed -$217K – 37
2022
Q2 		$217K Buy
1,410
+60
+4% +$9.92K 0.24% 32
2022
Q1 		$229K Buy
+1,350
New +$252K 0.24% 33

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Guardian Financial Partners's TM Position: Q3 2024 in Review

Guardian Financial Partners sold out of Toyota (TM) in Q3 2024, closing a stake of 1,000 shares — an estimated $205K sold.

Guardian Financial Partners first reported a position in TM in Q1 2022 and held it in 6 quarters. The position peaked at $252K in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

  • Guardian Financial Partners reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
  • Guardian Financial Partners sold 1,000 Toyota shares in Q3 2024, an estimated $205K.
  • Guardian Financial Partners first reported a position in Toyota in Q1 2022 and held it in 6 quarters.
  • Guardian Financial Partners's Toyota position peaked at $252K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Guardian Financial Partners's 13F filing for Q3 2024, filed 1 Nov 2024.